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.
Contemplating Capacity: Where Do We Go From Here?
By Ryan IssakainenOver the past two decades, the ETF industry has grown to asset levels that few predicted when the first U.S.-listed ETF was launched in 1993.
August 10, 2012
Swiss Bank Baer Seen Close to Deal for Merrill Non-U.S. Wealth UnitsSwiss money manager Julius Baer Group was reported to be close to a deal to buy the units that could be announced as early as Monday.
August 03, 2012
Harris, M&I Banks Merge Broker-DealersThe BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.
August 02, 2012
Citi Adds 3 Advisors, $750M to Private WealthThe news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.
August 01, 2012
Mercer Brings Its Research to Focus FinancialThe deal allows Focus Financials partner firms to tap the expertise of Mercer, one of the worlds largest investment and human resources consulting firms.
July 31, 2012
Transparent websites: How to disclose for the closeStop using your website to shout sales messages at clients.
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).