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.
Old-Fashioned Advice
By Bob KeaneOn a recent Thursday, advisor Howard Sontag had his first client meeting of the morning with a hedge fund manager and his wife who had...
February 01, 2006
Ursula Robinson DaleyAthena Investment Group, Inc. 688 Lee Street Des Plaines, Illinois 60016 847-299-8877 Age: 34 Title: Investment Advisor/Partner Education: BA in psychology, University of New Hampshire; law degree, Pace University Joined firm: January...
January 26, 2006
Harleysville Buys CornerstoneA Pennsylvania bank holding company has completed efforts to acquire a local investment advisor.Harleysville National Bank, a unit of Harleysville National Corp., Harleysville, Pa., will ...
January 16, 2006
Portus Founder Gets One Last ChanceTEL AVIV, Israel (HedgeWorld.com)--This time the judge really, really means it. A judge in Israel on Monday [Jan. 9] gave Boaz Manor, the founder of the now defunct Canadian hedge fund Portus Alternative Asset Management, seven days either to produce US$10 million in diamonds he bought with money from the...
January 01, 2006
Charles LiebermanChief Economist and Investment Strategist Advisors Capital Management L.L.C. West 115 Century Road Paramus, New Jersey 07652 201-986-1900 www.advisorscenter.com Year current firm began: 2004 Number of principals: 4 Number of clients: 100 individuals plus...
January 01, 2006
Banking on Wealth ManagementAttend any industry conference or chat with colleagues or consultants, and you'll hear the buzzword du jour: wealth management. Many advisors are attempting to provide...
December 11, 2005
3Q VA Sales Slipped 11% From 2Q's Record HighThird quarter new variable annuity sales of $36.5 billion were off almost 11% from the 2nd quarter's record high of $40.9 billion. With the exception ...
December 11, 2005
3Q VA Sales Slipped 11% From 2Q's Record HighThird quarter new variable annuity sales of $36.5 billion were off almost 11% from the 2nd quarter's record high of $40.9 billion. With the exception ...