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.
About the Manager
By Kate McBrideChuck Akre is portfolio manager of the FBR Small Cap Fund, and founded his firm, Akre Capital Management (ACM), in 1989. He currently manages about...
April 22, 2007
Banks' Annuity, Mutual Fund Income Reached $5.4 Billion in 2006Banks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
April 22, 2007
Banks' Annuity, Mutual Fund Income Reached $5.4 Billion in 2006Banks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
April 01, 2007
First, Hold On to Your ClientsBecause of the "greying" of the investment advisory industry, it is becoming increasingly more important for investment advisory firms to consider succession planning issues, whether...
March 20, 2007
Banks' Fund, Annuity Income Reached $5.4 Billion in 2006Banks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
March 20, 2007
Banks' Fund, Annuity Income Reached $5.4 Billion in 2006Banks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
February 06, 2007
Nationwide Raises Bid For Philadelphia Investment FirmNationwide Mutual Insurance Company's Nationwide Financial Services Inc. unit has agreed to higher terms for a previously announced deal.Under the agreement, Nationwide Financial, Columbus, Ohio, ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...