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.
"Inertia" Stalls Estate Transfer Discussions
By Warren S. HerschMuch press has been devoted to the "trillions" of dollars in assets that boomers stand to inherit in the coming years. Yet, according to a ...
September 21, 2005
Jackson National Unit Announces Personnel MovesCurian Capital has hired 3 executives and promoted 2.[@@]Curian, Denver, administers managed account programs, which give investors with large sums to invest personalized alternative ...
September 07, 2005
Advisor Joins EngemannAn asset management unit of The Phoenix Companies Inc. has hired Olivier Cornet to be a senior vice president and wealth advisor.[@@]Cornet will be ...
August 25, 2005
Fifth Third Picks Managed Account AdministratorFifth Third Asset Management has picked Bisys Group Inc. to administer its separately managed accounts program.[@@]Bisys, New York, announced it will provide middle- and ...
July 06, 2005
Phoeni Starts Retail Fund FamilyThe Phoenix Companies Inc. has set up the PhoenixFunds mutual fund family.[@@]The family now includes about 40 funds and will expand to more than ...
June 07, 2005
Edwards Lowers Lincoln EstimatesLincoln National Corp.'s lack of aggressiveness in the life market has led to soft sales and light earnings, says A.G. Edwards analyst Jeff Hopson. ...
June 01, 2005
Advisors' New Role: MatchmakerAs "Am I going to outlive my assets?" becomes the overriding concern of your clients, rather than "How can I grow my assets?" your role...
May 24, 2005
Oil ETF Registered With SECStandard Asset Management LLC plans to introduce an exchange-traded fund (ETF) that will track the price performance of light, sweet crude oil, according to an...