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.
Old Mutual Names U.S. Managed Accounts Director
By Staff WriterNU Online News Service, Jan. 7, 3:46 p.m. -- The U.S. asset management unit of Old Mutual P.L.C., London, has hired George Vogel to ...
December 02, 2002
MONY Adds Short-Duration Bond FundNU Online News Service, Dec. 2, 8:31 a.m. -- The MONY Group Inc., Atlanta, says its Enterprise Group of Funds unit is starting a ...
December 02, 2002
Wells Fargo to Acquire Parts of Montgomery Asset MNov. 25, 2002 -- Wells Fargo & Co. (WFC) signed a definitive agreement to acquire parts of the institutional and retail investment management business of...
November 22, 2002
More Investing In Managed Accounts Despite Down Equity MarketNU Online News Service, Nov. 22 10:19 a.m. -- Financial Research Corp., Boston, today released a study that says that in spite of the ...
November 15, 2002
Getting Paid What You're WorthIt was less than three years ago when advisors' quarterly billing was climbing in line with exploding assets. Every time the market ticked up 10%, advisor revenues did the same. With the bulls raging, clients were so content with portfolio performance that very few called seeking broader financial planning advice.
November 04, 2002
Not All Separate Accounts Sites Are EqualA survey finds a wide variation in quality in Web
November 01, 2002
Part 4: Ranking the ManagersLooking for separate account management alternatives? Prima Capital, which provides research, due diligence, and manager evaluations and rankings, is worth considering. The Web-based service is...
October 25, 2002
IFX Aligns with Tamisco & Co. LLCLONDON (HedgeWorld.com)--IFX Group plc formed a strategic alliance with Tamisco & Co. LLC to provide hedge funds to its clientele in a new entity, IFX...