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.
Phoeni Starts Retail Fund Family
By Staff WriterThe Phoenix Companies Inc. has set up the PhoenixFunds mutual fund family.[@@]The family now includes about 40 funds and will expand to more than ...
May 24, 2005
Oil ETF Registered With SECStandard Asset Management LLC plans to introduce an exchange-traded fund (ETF) that will track the price performance of light, sweet crude oil, according to an...
May 03, 2005
Phoeni Buys Out Money ManagerThe Phoenix Companies Inc. now is the sole owner of one of its major investment management affiliates.[@@]The Hartford company has paid an undisclosed sum ...
May 01, 2005
With Friends Like These....A friend recently told me about a meeting he had with his firm's custodian. It was with the custodian's representative for its referral program, and...
April 01, 2005
Bountiful HarvestFor some advisors, the stock market's two-year winning streak has revived confidence in equities. But any such complacency may be misplaced, and while bonds have...
March 31, 2005
MassMutual Completes Baring DealNU Online News Service, March 31, 2005, 4:14 p.m. ESTA Springfield, Mass., life insurer has closed on an acquisition of an offshoot of one ...
February 01, 2005
After Lanigan, Fidelity's ChancesIf you're an advisor with Fidelity Registered Investment Advisor Group (FRIAG), you already know the news. If you're not, you may or may not have...
January 31, 2005
MetLife Completes State Street DealNU Online News Service, Jan. 31, 2005, 5:20 p.m. ESTA large New York insurer has stepped away from a well-known money management firm.[@@]The insurer, ...