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.
U.S., U.K. Pensions Fail to Manage Risk Well: Study
By Danielle AndrusThey say acknowledging that you have a problem is half the battle, but corporate pensions in the United States and the United Kingdom appear to be losing.
November 11, 2011
Advisors Crave More Control Over Asset Management: Aite'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'
November 09, 2011
J.P. Morgan Asset Management Rethinks DC PlansIn a foray into the retirement marketplace, J.P. Morgan Asset Management has developed three core menus the let DC plan participants engage more actively with their plans.
November 04, 2011
Morgan Stanley Adds 3 Advisors From UBS With Nearly $1 BillionMorgan Stanley said Thursday it had recruited three UBS advisors in New Jersey and Georgia with nearly $1 billion in assets and more than $8 million in yearly fees and commissions.
October 31, 2011
BofA-Merrill Strikes Back, Snags Credit Suisse, Wells Advisors With $1.5BAfter losing a $1 billion team to Morgan Stanley, Merrill acts, then also hires 27 advisors for Merrill Edge.
October 31, 2011
European Bank Recapitalization Unimpressive: AnalystsEuropean banks seeking to recapitalize and meet new goals set for them by regulators are seeking to do so largely through internal actions than by raising outside funding from investors, and analysts are not impressed by the method.
October 28, 2011
Wirehouses to Lose 8% in Market Share, Average AUM Up 10%: CerulliCerulli reports that wirehouse broker-dealers had 43% of industry assets in 2010, an estimated 40% today and an expected 35% by 2013 representing an 8% decline.
October 26, 2011
Guggenheim Absorbs RydexGuggenheim Partners is folding rydex SGI into its ETF asset management group. Combined together, the firm will have approximately $119 billion under management.