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.
Analysts: 401(k) Providers Must Appeal To Participants
By Allison BellNU Online News Service, Sept. 10, 5:35 p.m. -- Life insurers that want to increase 401(k) plan services profits will have to try to ...
July 25, 2002
Old Mutual Reports 3.2% Drop In U.S. AssetsNU Online News Service, July 25, 11:10 a.m. -- Old Mutual P.L.C., London, says its U.S. asset-management operations ended the first half of the ...
July 08, 2002
Prudential To Acquire Mexican Fund CompanyNU Online News Service, July 8, 2:11 p.m. -- Prudential Financial Inc., Newark, N.J., says a unit in Mexico has agreed to acquire 100% ...
July 01, 2002
Balliett Financial Services & Trust Co.Gene Balliett 631 South Orlando Avenue, Suite 100 Winter Park, Florida 32789 Phone: 800-624-8961 Fax: 407-740-5228 [email protected] www.balliettfs.com Year practice began: 1967 Number of planners in office: 12 planners, 5 contract employees Number of...
June 12, 2002
Bailey Stepping Down as Janus CEOJune 12, 2002 -- Tom Bailey will step down as CEO of Janus Capital Management on July 1, according to a joint statement from Janus...
June 12, 2002
Principal Acquires KeyCorp 401(k) BusinessNU Online News Service, June 12, 1:03 p.m. -- KeyCorp, Cleveland, has agreed to sell its $8 billion-asset defined contribution retirement plan operations to ...
June 01, 2002
Asset Management: Build Your OwnDespite the challenging outlook for equity markets, many investment managers are organizing and managing collective investment products, such as mutual funds or private investment limited...