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.
The Total Picture
By Staff WriterJames Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...
November 10, 2003
CheckFree Eases Sharing Of Separate Account Execution DataNU Online News Service, Nov. 10, 2003, 3:24 p.m. EST -- The CheckFree Investment Services unit of CheckFree Corp., Atlanta, says it now has ...
November 04, 2003
Dow Jones Teams Up with Former Zurich Group to OffNEW YORK (HedgeWorld.com)--Dow Jones & Co. plans to start publishing hedge fund indexes in November, providing daily and monthly returns for five investment strategies, as...
November 04, 2003
BluMont Shuffles Strategic Partners Hedge FundTORONTO (HedgeWorld.com)--Officials for the BluMont Strategic Partners Hedge Fund added two hedge fund managers to the fund's multi-manager portfolio, eliminated one and reduced the allocation...
November 04, 2003
Thrivent Markets Mutual Fund Wrap ProgramNU Online News Service, Nov. 4, 2003, 11:04 a.m. EST -- The investment management arm of Thrivent Financial for Lutherans, Minneapolis, has started marketing ...
November 03, 2003
Principal Earns More On Asset Management, Less On Mortgage BankingNU Online News Service, Nov. 3, 2003, 5:31 p.m. EST -- Principal Financial Group Inc., Des Moines, Iowa, says solid results at its life ...
November 01, 2003
About The ManagersEdwin G. Vroom Prior to forming Roanoke Asset Management Corp. in New York in 1978, Edwin Vroom was VP and a division executive at Bankers Trust...
November 01, 2003
Moving TargetWhat with the potential for your old high school flame to show up on the arm of Mr. Universe and the school bully to stuff...