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.
High Court Weighs In On Pensions And Mergers
By Matt BradyA merger agreement should not be considered as a form of termination for a retirement plan, and employers do not have a fiduciary obligation to ...
May 29, 2007
MassMutual Buys Out Finance Company PartnerMassachusetts Mutual Life Insurance Company says it now owns all of the stock of Winmark Equipment Finance L.L.C., a large, 3-year-old equipment-leasing finance company.MassMutual, Springfield, ...
May 17, 2007
John Hancock Adds to Lifestyle Fund LineupEffective May 1, John Hancock added three new strategies to its five Lifestyle asset allocation fund of funds, which already has an aggregate of $50 billion under management.
May 08, 2007
Wilmington Trust To Acquire Bingham LeggA wealth advisory firm is reaching north into New England.Wilmington Trust Corp., Wilmington, Del., has agreed to acquire Bingham Legg Advisers L.L.C., Boston, a wealth ...
May 08, 2007
Plenty of PlatformsIt seems as if new and revamped versions of Web-based platforms are constantly popping up as providers attempt to come up with just the right products and tools for advisors. According to Bill Crager, president of Chicago-based Envestnet Asset Management, which provides such services as online proposal generators and Web-based...
May 01, 2007
About the ManagerChuck Akre is portfolio manager of the FBR Small Cap Fund, and founded his firm, Akre Capital Management (ACM), in 1989. He currently manages about...
May 01, 2007
Morgan Stanley's Q1 Margins Are Up; New Designations Win ApprovalChange continues to be the name of the game at Morgan Stanley. On April 1, some 10 years after Morgan Stanley merged with Dean Witter, Morgan...
April 26, 2007
I've Made My DecisionThis week I feel like a pioneer embarking on a journey to discover new lands, with the difference in this case that many have blazed...