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.
With Friends Like These....
By Bob Clark, Bob ClarkA friend recently told me about a meeting he had with his firm's custodian. It was with the custodian's representative for its referral program, and...
February 01, 2005
After Lanigan, Fidelity's ChancesIf you're an advisor with Fidelity Registered Investment Advisor Group (FRIAG), you already know the news. If you're not, you may or may not have...
January 31, 2005
MetLife Completes State Street DealNU Online News Service, Jan. 31, 2005, 5:20 p.m. ESTA large New York insurer has stepped away from a well-known money management firm.[@@]The insurer, ...
January 27, 2005
AIG Seeks Principal-Protection FlexibilityA large New York insurer wants permission to use affiliates to back its own investment funds' guarantees.[@@]Asset-management units of American International Group Inc., New ...
January 26, 2005
Disposing Of Computer Equipment Can Be RiskyByTodays business landscape is dramatically different than just 2 years ago. Gone are the days when disposal of computer equipment required nothing more than a ...
January 24, 2005
New Directors Join Funds of FundsLONDON (HedgeWorld.com)--David Watts and Evert Greup are the latest additions to Key Asset Management's board of directors. Both are joining in non-executive roles after years of traditional asset management experience. The appointments are expected to contribute to Key's institutional business development, officials said in a press statement. Mr. Watts retired...
January 18, 2005
Man Group Assets Reach New High Point: $42 BillionNEW YORK (HedgeWorld.com)--The world's largest freestanding hedge fund business, Man Group plc, has raised US$2.2 billion in the three months to Dec. 31, 2004, and estimates assets under management at US$42 billion, up from US$38.4 billion as of Sept. 30, 2004. According to a statement, redemptions were US$1.3 billion during...
January 10, 2005
Mellon Wins Bible Society ContractNU Online News Service, Jan. 10, 2005, 3:23 p.m. ESTA New York religious charity has picked a Pittsburgh bank to manage its gift assets.[@@]The ...