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.
Integrated SaaS Platforms Give Advisors An Edge
By Blaine MaxfieldIntegrated platforms for financial planning, asset allocation and other key capabilities provided in a Software-as-a-Service, or SaaS, delivery model are playing a key role in effectively meeting the needs of independent advisors...
September 30, 2009
Ameriprise To Acquire Columbia Asset Management OperationsAn insurer has agreed to buy a long-term mutual fund business from Columbia Management, a unit of Bank of America Corp.
September 23, 2009
Hennessy Completes SPARX Deal; Gains $74 Mil. in AssetsHennessy Advisors now manages the SPARX Funds, which have been renamed the Hennessy Select SPARX Japan Fund and Hennessy Select SPARX Japan Smaller Companies Fund.
September 08, 2009
The Drip Marketing ApproachAs my business grows, I have come to recognize that I need an efficient way to "drip" or keep my name in front of clients...
September 01, 2009
Morgan Stanley Smith Barney: New ETF Policy, 2Q'09 ResultsMorgan Stanley Smith Barney says it is placing certain restrictions on the sale of leveraged, inverse and leveraged-inverse exchange-traded funds (or ETFs) in response to...
August 27, 2009
Agency Lowers MassMutual ScoreStandard and Poor's Ratings Services has lowered its ratings on Massachusetts Mutual Life Insurance Co. and its affiliates.