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.
Pension Funded Status at Highest Level Since August 2011
By Danielle AndrusPension funded status rose to more than 76% in February after five consecutive months of equities rallies, BNY Mellon reported on Friday.
March 01, 2012
Invest in ‘The Lucky Country’ via ETFsSince the Great Recession started to take shape in 2008, one mega-theme has dominated financial markets around the world: the avoidance of risk at any cost.
February 24, 2012
Wirehouses Post Mixed Results for Q4’11Bank of America said in mid-January that it had net income of $2 billion, or $0.15 per share, for the fourth quarter of 2011 vs. a net loss of $1.2 billion, or $0.16 per share in the same year-ago period, meeting analysts expectations.
February 21, 2012
Dynasty Financial Continues to Expand With Break-Away AIFDynasty Financial Partners announced that UBS Wealth Services Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
February 15, 2012
5 Best & Worst Broker-Dealers: Q4 EarningsBrokerage firms in the fourth quarter boosted earnings growth as high as 191% and reported declines as low as 131%AdvisorOne selected 10 to spotlight.
February 09, 2012
China ETF: Foot in the Door to Foreign InvestingChinese regulators' approval of the countrys first ETF linked to Hong Kongs Hang Seng China Enterprise Index represents a cautious opening for Chinas tightly controlled capital markets.
February 08, 2012
Angeles Investment Advisors, Carson Wealth’s Foster Launch HNW RIAThe new RIA plans to grow by hiring breakaway brokers looking to build upon an exceptional brand.
February 06, 2012
UBS Nominates Board Members; Grabs Advisors From BofA, MorganThe recruited reps come from Bank of America and Morgan Stanley with about $3 billion in assets and $18 million in production.