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.
BluMont Shuffles Strategic Partners Hedge Fund
By Staff WriterTORONTO (HedgeWorld.com)--Officials for the BluMont Strategic Partners Hedge Fund added two hedge fund managers to the fund's multi-manager portfolio, eliminated one and reduced the allocation...
November 01, 2003
About The ManagersEdwin G. Vroom Prior to forming Roanoke Asset Management Corp. in New York in 1978, Edwin Vroom was VP and a division executive at Bankers Trust...
November 01, 2003
Moving TargetWhat with the potential for your old high school flame to show up on the arm of Mr. Universe and the school bully to stuff...
October 21, 2003
AdvisorCentral Site Adds Fund Transaction CapabilitiesNU Online News Service, Oct. 21, 2003, 12:15 p.m. EDT -- AdvisorCentral L.L.C., Westborough, Mass., has added transaction capabilities to its financial advisor Web ...
October 17, 2003
Analysts: Knowing Products Key To Knowing RiskNU Online News Service, Oct. 17, 2003, 10:15 a.m. EDT -- Options embedded in insurance contracts will make asset liability management more vital for ...
October 07, 2003
Schwab Charitable Fund Allows Independent Asset ManagementNU Online News Service, Oct. 7, 2003, 3:57 p.m. EST -- The Schwab Fund for Charitable Giving, San Francisco, a donor-advised charitable fund, has ...
October 02, 2003
Asset Allocation Helps Curb Those Wheres All My Money? QuestionsIn the last few years, when clients asked, "Wheres all my money," the question was open to different interpretations. It could have meant, "How did ...
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...