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.
Separately Managed Account Assets Grow 29%
By Staff WriterNU Online News Service, Feb. 11, 2004, 5:07 p.m. EST -- Separately managed account holdings grew 29% between Sept. 30, 2002, and Sept. 30, ...
January 16, 2004
Low Costs Help KeyCorp Unit ResultsNU Online News Service, Jan. 16, 2004, 10:44 a.m. EST -- Tight control over costs helped pump up profits at the investment management unit ...
January 12, 2004
WSFS Shops For Advisory FirmsNU Online News Service, Jan. 12, 2004, 12:20 p.m. EST -- WSFS Financial Corp., Wilmington, Del., the parent company of Wilmington Savings Fund Society ...
January 01, 2004
The Client Comes FirstBet your firm doesn't provide valet parking, does it? Do you let clients "borrow" your firm's technology specialist to iron out their companies' computer glitches?...
January 01, 2004
Getting Something From Less Than NothingWith the help of FinancialCircuit, a company based in Campbell, California, that makes liability management software, broker/dealer LPL Financial has added an additional source of...
December 08, 2003
Charlemagne Relaunches Asian FundLONDON (HedgeWorld.com)--Charlemagne Capital (UK) Ltd. restructured and relaunched its emerging markets Asian fund with US$5 million last month. Formerly known as the Undervalued Assets Fund Asia,...
December 01, 2003
Putnam Investment Assets DeclineNov. 25, 2003 -- Putnam Investments, which has suffered investor defections recently amid the mutual fund trading scandal, saw its assets under management decline by...
December 01, 2003
The Total PictureJames Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...