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.
AdvisorCentral Site Adds Fund Transaction Capabilities
By Staff WriterNU Online News Service, Oct. 21, 2003, 12:15 p.m. EDT -- AdvisorCentral L.L.C., Westborough, Mass., has added transaction capabilities to its financial advisor Web ...
October 02, 2003
Asset Allocation Helps Curb Those Wheres All My Money? QuestionsIn the last few years, when clients asked, "Wheres all my money," the question was open to different interpretations. It could have meant, "How did ...
September 22, 2003
People Moves at Merrill Lynch Prime Brokerage andComings & Goings News NEW YORK (HedgeWorld.com)--Michael Tumulty, a former Bear Stearns managing director, joined Merrill Lynch to head client services for global prime brokerage in...
September 10, 2003
Allstate Financial Hires Asset-Liability Management VPNU Online News Service, Sept. 10, 2003, 6:15 p.m. EDT -- The Allstate Financial unit of The Allstate Corp., Northbrook, Ill., has hired Anson ...
September 03, 2003
Survey: Some 401(k) Members Want Professional Investment ManagementNU Online News Service, Sept. 3, 2003, 5:22 p.m. EDT -- Only 19% of men say they would feel most confident if a professional ...
September 01, 2003
DB Plans: Issues & OpportunitiesWhat's all this fuss about defined benefit (DB) plans? Aren't they ancient history? The truth is that there are plenty of DB plans out there,...
August 25, 2003
Hancock Acquires Large-Cap Blend FundNU Online News Service, Aug. 25, 2003, 5:54 p.m. EDT -- John Hancock Advisers, a unit of John Hancock Financial Services Inc., Boston, has ...
August 25, 2003
Cerulli To Host Asset Management ConferenceNU Online News Service, Aug. 25, 2003, 4:03 p.m. EDT -- Cerulli Associates Inc., Boston, will host a conference on asset management Oct. 27-28 ...