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.
J.P. Morgan Funds’ Investment Advice Now on iTunes
By Joyce HansonFree financial advice from J.P. Morgan Funds is now available on iTunes, with podcasts offering market views and investment strategies.
November 11, 2010
SEI Announces ‘No Fees’ for Low AUM AdvisorsSEI Advisor Network announced Tuesday the launch of a new initiative called, "No Advisor Fees, No Matter What."
November 02, 2010
The Hartford Reports Increased Income, AUM for Q3The Hartford reported Tuesday third quarter income of $666 million, up from a loss of $220 million one year ago.
October 27, 2010
Ameriprise Reports Healthy 3Q Profits as Advisor Force ShrinksAmeriprise Financial now has less than 12,000 financial advisors nationwide.
October 27, 2010
Calamos Posts Higher Revenues on Increased AUMCalamos Asset Management Inc. reported better-than-expected third quarter results late Tuesday with revenues topping $78 million, a 6% increase over the third quarter of 2009.
October 26, 2010
UBS U.S. Advisors Stem Client Outflows as Firm Boosts ProfitsDespite a decline of 503 advisors, UBS improves results in the Americas thanks to recruiting and retention
October 20, 2010
Morgan Stanley Advisors Reverse Asset Flows as Firm Sees Q3 LossAfter experiencing client withdrawals of nearly $8 billion in assets during the Q2, Morgan Stanley's U.S.-based advisors produced net inflows of $2.4 billion, while the company overall lost $91 million in Q3.
October 19, 2010
At Fusion Advisor Conference, Philip Palaveev Says, ‘Capture the Recovery’Philip Palaveev exhorts advisors to prepare to seize opportunity, selectively.