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.
S&P Revises Insurer Financial Model
By Staff WriterNU Online News Service, Jan. 11, 3:30 p.m. -- Standard & Poor's in New York says its has revised its financial product company model ...
November 12, 2001
Royal Alliance Holds Asset Management ConferenceNU Online News Service, Nov. 12, 10:58 a.m. -- Royal Alliance Associates Inc., New York, is hosting its first annual asset management conference this ...
November 11, 2001
Defined Benefit Plans-Buried Treasure For IRA RolloversDefined Benefit PlansBuried Treasure for IRA RolloversMost of the focus on IRA Rollover assets has been on Defined Contribution plans such as 401(k)/403(b)/457 and on ...
October 23, 2001
Cerulli Forecasts Rapid Growth In Italian Wrap MarketNU Online News Service, Oct. 23, 10:21 a.m. -- Italy's $165 billion mutual fund wrap-fee program market, or GPF, will double in size by ...
September 09, 2001
VA Sales In First 6 Months Are Less Than Half Of Last Year's TotalVA Sales In First 6 Months Are Less Than Half Of Last Year's TotalByWhile year-to-date variable annuity sales continue to remain below last years level, ...
August 02, 2001
Most Fee-Based Advisory Firms Lack Employee HandbooksNU Online News Service, Aug. 2, 11:13 a.m. -- Tiburon Strategic Advisors, Tiburon, Calif., says fee-only financial advisory firms appear to be doing a ...
July 27, 2001
Prudential In Italian Joint Venture To Sell Asset Management ServicesNU Online News Service, July 27, 10:05 a.m. -- Prudential Insurance Company of America, Newark, N.J., is teaming up with Banca Popolare di Bergamo-Credito ...
June 26, 2001
Continental Home Healthcare Acquires Assets Of Medical MartNU Online News Service, June 26, 1:55 p.m. -- Continental Home Healthcare Ltd., Glendale, Calif., today announced the acquisition of nearly all the assets ...