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.
CheckFree Eases Sharing Of Separate Account Execution Data
By Staff WriterNU 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
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...
October 21, 2003
AdvisorCentral Site Adds Fund Transaction CapabilitiesNU 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 17, 2003
Analysts: Knowing Products Key To Knowing RiskNU Online News Service, Oct. 17, 2003, 10:15 a.m. EDT -- Options embedded in insurance contracts will make asset liability management more vital for ...
October 07, 2003
Schwab Charitable Fund Allows Independent Asset ManagementNU Online News Service, Oct. 7, 2003, 3:57 p.m. EST -- The Schwab Fund for Charitable Giving, San Francisco, a donor-advised charitable fund, has ...