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: Schwab Income Falls on Yield-Plus Charges
By Janet LevauxNet new assets in Advisor Services, though, rise 27% to $16.4 billion in the last quarter of 2010.
January 03, 2011
Nuveen Investments Completes Purchase of FAF Advisors‘Strategic combination’ in exchange for stock, cash.
December 28, 2010
Merrill Edge: Competitive Game-Changer, Says Industry Research Firm in ReportWirehouse advisors continue to manage the bulk of U.S. client assets, says a report published Wednesday by the Boston-based Aite Group report. But online…
December 09, 2010
Asset Management Fees for Non-Traditional Assets Under Pressure, Mercer FindsAsset management fees for most non-traditional asset classes have fallen following increased scrutiny from cost-conscious investors, according to a report by Mercer released Thursday.
December 02, 2010
Northern Trust Acquires L.A. Investment Advisor Waterline PartnersNorthern Trust acquired Waterline Partners LLC, a Los Angeles investment advisory firm that serves affluent individuals and families.
December 02, 2010
Firm Files to Trade First ETF in IndiaAsset-management group aims to help Indian investors benefit from high-growth Nasdaq-100 Index
December 01, 2010
Liability-Driven Investing: Plan Sponsors Indicate High InterestHalf of pension plan sponsors are using liability-driven investing strategies in their plans, down just four percentage points from 2009, according to an SEI Global Quick Poll released Wednesday.
December 01, 2010
Broker-Dealers Share Third-Quarter Results, Revenue Growth PlansMorgan Stanley Chief Executive Officer James Gorman said in early November that the company plans to "move forward" and purchase the rest of the firm's...