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.
The Drip Marketing Approach
By Mike PattonAs my business grows, I have come to recognize that I need an efficient way to "drip" or keep my name in front of clients...
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.
August 26, 2009
Claymore to Be AcquiredGuggenheim Partners and Claymore Group say they have entered into a merger agreement. As part of the transaction, Claymore Group and its associated entities...
August 24, 2009
For The Petite AccountAdvisors can use a new program from a MetLife Inc. unit to keep the business of low-asset mutual fund investors.
August 06, 2009
Fund Complex To StreamlineThe boards of the funds at Transamerica Asset Management Group have agreed to realign the funds.
August 01, 2009
Vanguard's Wellington Fund CelebratesThe Vanguard Wellington Fund (VWELX), which now has about $40 billion in assets, has turned 80. "The Wellington Fund is a compelling case for the...
August 01, 2009
The High Cost of Going BankruptWho: Martha Solinger, Co-General Counsel, Lehman Brothers Holdings Where: Bombay Palace, 30 West 52nd Street, New York When: June 25, 2009 On the Menu: Chicken curry and financial...
July 28, 2009
Study: Independents sweep market share as result of crisisAs a result of the financial crisis, wirehouses will need to re-strategize in order to save what's left of their market share that's now shifting...