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.
Former BofA Duo Starts Wealth Management Platform
By Staff WriterSAN FRANCISCO (HedgeWorld.com)--The West Coast institutional investment bank ThinkEquity Partners LLC is branching out into private wealth management with a new group called ThinkWealth Management. Stephen...
December 03, 2004
Report: For Rich Opportunities, Look SouthWealthy Latin Americans already have placed $117 billion in cross-border asset management products.[@@]Researchers predict rapid growth in that cross-border asset management total in a ...
December 01, 2004
Maybe This Time for CPAs?Ask most comprehensive advisors whether they believe that accountants will be a force in financial planning and most will pooh-pooh the notion, citing CPAs' "cultural"...
November 29, 2004
Merger Creates Larger Fund of Funds Business for BNP and FauchierPARIS (HedgeWorld.com)--BNP Paribas Asset Management through its joint venture with Fauchier Partners plans to merge with Fauchier in order to grow a fund of funds business. BNP Paribas said it would acquire a 50% economic interest in Fauchier Partners in consideration for contributing its shares in the BNP Paribas Fauchier...
November 23, 2004
ING Sells Baring Unit To Mass MutualING Sells Baring Unit To MassMutualByING Group, Amsterdam, has agreed to sell its Baring Asset Management unit in 2 parts to Massachusetts Mutual Life Insurance ...
November 22, 2004
MassMutual To Buy Offshoot Of Historic Merchant BankING Groep N.V., Amsterdam, has agreed to sell its Baring Asset Management unit to 2 U.S. companies.[@@]Massachusetts Mutual Life Insurance Company, Springfield, Mass., will ...
November 12, 2004
Hedge Fund Changes Seen within Broad Asset Management Industry EvolutionNEW YORK (HedgeWorld.com)--Common distribution platforms that include hedge fund products as well as mutual funds, annuities, separate accounts and insurance are the future business model for asset management companies, according to Steven Buller, Ernst & Young's Americas director and global co-director of asset management services. Mr. Buller was speaking at...
October 29, 2004
Sun Life Assigns Asset Management To New UnitNU Online News Service, Oct. 29, 2004, 3:00 p.m. EDTSun Life Financial Inc. says it plans to put most of the asset management business ...