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.
Vanguard Global Equity Fund Reopens With Added Managers
By Staff WriterOct. 21, 2004 -- Vanguard Group is adding a team of managers to the Vanguard Global Equity (VHGEX) and will reopen the fund to new...
October 18, 2004
Fat-Tailed Butterflies Invade the Finance Faculty LoungeBook Review Mandelbrot, Benoit and Hudson, Richard L. "The (mis)Behavior of Markets: A Fractal View of Risk, Ruin, and Reward," New York: Perseus Books Group, 2004, pp. 328, Cloth. US$27.50. Most literate humans have by now heard of "chaos theory." There has even been a Hollywood movie, "the Butterfly Effect,"...
October 04, 2004
UMB Hires New COOMILWAUKEE (HedgeWorld.com)--UMB Fund Services hired Stephen Leonhardt as chief operating officer, a new position. Mr. Leonhardt will oversee daily operations and concentrate on improving product delivery using new technology, according to a news release from the company. UMB Fund Services handles the administration, accounting, transfer agent and distribution functions of...
September 27, 2004
Interest in Chartered Alternative Investment Analyst Designation GrowsAMHERST, Mass. (HedgeWorld.com)--Meeting the needs of an ever-growing number of aspirants, the Chartered Alternative Investment Analyst Association will administer the next series of Level I and Level II exams in February. According to officials, the number of candidates seeking the Chartered Alternative Investment Analyst designation has tripled annually since the...
September 01, 2004
A Tough SellYour editor's note in the July 2004 issue, entitled "Location, Location," pointed to an issue that is so subtle, most don't even realize it's an...
August 12, 2004
College Offers Wealth Management StudiesNU Online News Service, Aug. 12, 2004, 2:40 p.m. EDTThe College for Financial Planning has established a new course leading to a wealth management ...
July 15, 2004
J.P. Morgan, Synovus Announce HSA DealsNU Online News Service, July 15, 2004, 5:01 p.m. EDTBanks today announced 2 major health saving account alliances.[@@]J.P. Morgan Chase & Company Inc., New ...
July 15, 2004
Mellon Wins TIAA-CREF Back-Office ContractNU Online News Service, July 15, 2004, 12:10 p.m. EDTTeachers Insurance and Annuities Association-College Retirement Equities Fund, New York, has hired Mellon Financial Corp., ...