Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
2010 Q4 Earnings: Federated Investors’ Reports Earnings Per Share of $0.45, Declares Dividend
By John SullivanPittsburgh-based money management firm Federated Investors Inc. reported earnings per share of $0.45 for the quarter ended Dec. 31, 2010.
January 25, 2011
Baird Hires Morgan Stanley Branch ManagerChris Brewster is joining Baird in Columbus, Ohio, from Morgan Stanley Smith Barney.
January 24, 2011
Oxford Financial Group Buys Crowe Wealth ManagementOxford Financial Group Ltd. has completed the acquisition of the remaining stake in Crowe Wealth Management, the firm announced Monday.
January 21, 2011
2010 Q4 Earnings: BofA Misses Estimates; Merrill Adds AdvisorsWealth-management sales rise; Merrill Lynch's FA headcount increases to nearly 15,500.
January 21, 2011
2010 Q4 Earnings, Week One: Banks May See 30% EPS Growth, Says AnalystLarge banks performed better than expected in week one of Q4 earnings season, says Raymond James equity analyst Anthony Polini and other finance-sector observers.
January 20, 2011
2010 Q4 Earnings: BNY Mellon Misses Expectations; Pershing Fees RiseBank of New York Mellon reported Q4 profits of $0.55 per share, missing analysts’ expectations for earnings of $0.57. The bank’s Pershing unit said revenues rose though profits fell.
January 20, 2011
2010 Q4 Earnings: Morgan Stanley’s Net Income Makes Big Jump on Strong SalesAdvisors with Morgan Stanley Smith Barney had $14.1 billion in net new client assets in the fourth quarter
January 19, 2011
2010 Q4 Earnings: Wells Fargo Reports Strong Jump in ProfitsAlong with a rise in profits, the number of financial advisors at Wells Fargo in the fourth quarter was up 100 to nearly 15,200.