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.
WSFS Shops For Advisory Firms
By Staff WriterNU Online News Service, Jan. 12, 2004, 12:20 p.m. EST -- WSFS Financial Corp., Wilmington, Del., the parent company of Wilmington Savings Fund Society ...
December 08, 2003
Charlemagne Relaunches Asian FundLONDON (HedgeWorld.com)--Charlemagne Capital (UK) Ltd. restructured and relaunched its emerging markets Asian fund with US$5 million last month. Formerly known as the Undervalued Assets Fund Asia,...
December 01, 2003
Putnam Investment Assets DeclineNov. 25, 2003 -- Putnam Investments, which has suffered investor defections recently amid the mutual fund trading scandal, saw its assets under management decline by...
December 01, 2003
The Total PictureJames Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...
December 01, 2003
Signing OnIt's a Thursday afternoon, and you're preparing for a routine client meeting. You pull out your clients' file--which unfortunately still lives in a beige manila...
November 24, 2003
IAM Appoints Head of CommunicationsLONDON (HedgeWorld.com)--International Asset Management hired Rebecca Donaldson as head of communications, a new position. Ms. Donaldson will coordinate the London-based fund of funds manager's efforts to...
November 10, 2003
CheckFree Eases Sharing Of Separate Account Execution DataNU Online News Service, Nov. 10, 2003, 3:24 p.m. EST -- The CheckFree Investment Services unit of CheckFree Corp., Atlanta, says it now has ...
November 04, 2003
Dow Jones Teams Up with Former Zurich Group to OffNEW YORK (HedgeWorld.com)--Dow Jones & Co. plans to start publishing hedge fund indexes in November, providing daily and monthly returns for five investment strategies, as...