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.
MONY Adds Short-Duration Bond Fund
By Staff WriterNU Online News Service, Dec. 2, 8:31 a.m. -- The MONY Group Inc., Atlanta, says its Enterprise Group of Funds unit is starting a ...
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...
October 07, 2002
Principal Renames Investment UnitNU Online News Service, Oct. 7, 3:37 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has renamed its asset-management business Principal Global ...
October 01, 2002
Planners Who Switched, and WhySome advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....
October 01, 2002
Consult, Find a Niche, and SucceedIf you haven't noticed, a number of reports have been released over the past few months providing a snapshot of the registered investment advisory and...