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.
Banks' Fund, Annuity Income Reached $5.4 Billion in 2006
By Trevor ThomasBanks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
Merrill Lynch Keeps Its FocusDan Sontag, head of Advisory Americas for Merrill Lynch private client, reflects on the firm's latest moves to stay on top. He spoke with Research...
February 01, 2007
Separate Accounts Capture More AssetsPMFM has caught onto a trend, or is perhaps helping cause the trend, with its emphasis on the use of separate accounts for its clients...
February 01, 2007
UBS' Take on Fee Work: 'A Lot of Clients Want It'Marten Hoekstra, head of U.S. wealth management for UBS, gives his opinion on the New York Attorney General's recent lawsuit, acquisitions and plans for 2007....
February 01, 2007
After Re-Grouping in 2006, DWS Scudder Aims HighOne year after Scudder re-branded its fund product line, the DWS Scudder fund family is experiencing strong sales momentum, according to Philipp Hensler, head of...