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.
Phoenix Hopes To Spin Off Phoenix Investment Partners
By Staff WriterAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
January 09, 2008
Smith Replaces Smith as Social Investment Forum ChairCheryl Smith, executive vice president and senior portfolio manager at Trillium Asset Management Corporation, is the new chair of the board of the Social Investment...
January 01, 2008
NEWS & PRODUCTS, JANUARY 2008Standard & Poor's is set to launch three U.S.-based Credit Default Swap (CDS) indexes which wil be focused on the $28.8 trillion Credit Derivatives Market....
December 18, 2007
MCCOLGAN TO LEAD MORGAN STANLEY'S ADVISORSMorgan Stanley says it has tapped former Fidelity Investments executive and industry veteran Ellyn A. McColgan, 53, as the new president and chief operating officer of the its global wealth management
December 02, 2007
What I Learned in WashingtonI spent part of this past week in Washington, D.C., attending the Investment Advisor annual conference. While there, I met some great people and was...