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.
T. Rowe Price Expands Its Advisor-Class Lineup
By Staff WriterHoping to boost sales by advisors of its popular no-load global stock fund, T. Rowe Price has added the fund to its list of Advisor...
March 13, 2006
Novoste Shareholders Nix DissolutionNORCROSS, Ga. (HedgeWorld.com)--Shareholders rejected a plan of dissolution that would have put the remaining assets of Novoste Corp., a medical-technology company, into a liquidating trust. The rejection is a victory for Steel Partners II LP, an activist hedge fund, which has solicited proxies in opposition to this proposal. Steel Partners'...
March 01, 2006
Old-Fashioned AdviceOn a recent Thursday, advisor Howard Sontag had his first client meeting of the morning with a hedge fund manager and his wife who had...
February 22, 2006
Profits Rise At MassMutualAsset growth helped results at Massachusetts Mutual Life Insurance Company in 2005.MassMutual, Springfield, Mass., is reporting $753 million in statutory net income for 2005 on ...
February 17, 2006
Executives Rise At PhoenixA Connecticut insurer has rewarded 3 members of its asset management team.Phoenix Companies Inc., Hartford, says it has promoted Amy Fisher, Stephen Gresham and Francis ...
February 01, 2006
Ursula Robinson DaleyAthena Investment Group, Inc. 688 Lee Street Des Plaines, Illinois 60016 847-299-8877 Age: 34 Title: Investment Advisor/Partner Education: BA in psychology, University of New Hampshire; law degree, Pace University Joined firm: January...
January 26, 2006
Harleysville Buys CornerstoneA Pennsylvania bank holding company has completed efforts to acquire a local investment advisor.Harleysville National Bank, a unit of Harleysville National Corp., Harleysville, Pa., will ...
January 16, 2006
Portus Founder Gets One Last ChanceTEL AVIV, Israel (HedgeWorld.com)--This time the judge really, really means it. A judge in Israel on Monday [Jan. 9] gave Boaz Manor, the founder of the now defunct Canadian hedge fund Portus Alternative Asset Management, seven days either to produce US$10 million in diamonds he bought with money from the...