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.
Analysts: Knowing Products Key To Knowing Risk
By Jim ConnollyNU Online News Service, Oct. 17, 2003, 10:15 a.m. EDT -- Options embedded in insurance contracts will make asset liability management more vital for ...
September 22, 2003
People Moves at Merrill Lynch Prime Brokerage andComings & Goings News NEW YORK (HedgeWorld.com)--Michael Tumulty, a former Bear Stearns managing director, joined Merrill Lynch to head client services for global prime brokerage in...
September 10, 2003
Allstate Financial Hires Asset-Liability Management VPNU Online News Service, Sept. 10, 2003, 6:15 p.m. EDT -- The Allstate Financial unit of The Allstate Corp., Northbrook, Ill., has hired Anson ...
September 03, 2003
Survey: Some 401(k) Members Want Professional Investment ManagementNU Online News Service, Sept. 3, 2003, 5:22 p.m. EDT -- Only 19% of men say they would feel most confident if a professional ...
September 01, 2003
DB Plans: Issues & OpportunitiesWhat's all this fuss about defined benefit (DB) plans? Aren't they ancient history? The truth is that there are plenty of DB plans out there,...
August 25, 2003
Hancock Acquires Large-Cap Blend FundNU Online News Service, Aug. 25, 2003, 5:54 p.m. EDT -- John Hancock Advisers, a unit of John Hancock Financial Services Inc., Boston, has ...
August 25, 2003
Cerulli To Host Asset Management ConferenceNU Online News Service, Aug. 25, 2003, 4:03 p.m. EDT -- Cerulli Associates Inc., Boston, will host a conference on asset management Oct. 27-28 ...
August 25, 2003
Principal Global Hires New York-Based MarketerNU Online News Service, Aug. 25, 2003, 3:46 p.m. EDT -- Principal Global Investors, Des Moines, Iowa, has hired Cherrise Crawford to be director, ...