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.
NEWS & PRODUCTS, JANUARY 2008
By Kara P. StapletonStandard & Poor's is set to launch three U.S.-based Credit Default Swap (CDS) indexes which wil be focused on the $28.8 trillion Credit Derivatives Market....
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
November 15, 2007
Five New Funds at Aston Asset ManagementAston Asset Management, in Chicago, launched five new mutual funds on November 5, including two international funds: Aston/Barings International Fund (ABIIX), and Aston/SGA International Small-Mid Cap Fund (ASNMX); and three mid-cap funds: Aston/Montag & Caldwell Mid Cap Growth Fund (AMCMX), Aston/ClariVest Mid Cap Growth Fund (ACVMX), and Aston/Cardinal Mid Cap...
November 01, 2007
Defining the BestHere's how we define "top" firms in small and large categories. Top Small Firm Category Size of Firm: Qualifying small firms have $100 million or less...
October 16, 2007
Environmentally Sustainable InvestmentsAdvisors and their clients who want to invest in environmentally sustainable assets have two new choices with the launch of Sustainable Asset Management's (SAM) Sustainable Water Fund and Sustainable Climate Fund.