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.
Touchstone Buys Mutual Fund Assets of Old Mutual Asset Management
By Warren S. HerschTouchstone says the addition of Old Mutuals affiliated investment managers will increase the range of funds that Touchstone offers and fill gaps in the companys current lineup with boutique managers who have strong, long-term performance records.
September 29, 2011
IRA Rollovers & RelationshipsA report released in early September by Spectrem focuses on a survey of nearly 1,000 investors who had recently made a rollover or had the opportunity to rollover assets, and found nearly one-third chose Fidelity as their IRA provider. Vanguard was a distant second at 11 percent.
September 22, 2011
The Power of the Platform: New Benefits Management ToolsTechnology platforms are changing the way consumers share information about everything - about our friends, family, jobs and even our health benefits.
September 22, 2011
Guggenheim Partners Lifts Out Rydex|SGI to Form $119B Asset Management FirmGuggenheim Investments will offer equity, alternatives and fixed income investing options through a range of vehicles; Rydex CEO Richard Goldman will become COO of new firm.
September 19, 2011
Conning to Manage $8 Billion in Phoenix AssetsConning Inc. has agreed to acquire a fixed-income investment manager from the Phoenix Companies Inc. and to take over management of the company's publicly traded fixed-income general account insurance assets.
September 17, 2011
How to Build a Foolproof Family Limited PartnershipA strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.
September 12, 2011
EuroPac's Schiff, Goldman's O'Neill Split on Obama Jobs PlanPredictions about the potential success of President Barack Obamas jobs stimulus plan have come flooding in as commentators consider his $447 billion American Jobs Act proposal. Equally predictable has been the polarized response.
September 08, 2011
Top Firms for 401(k) Rollovers by IRA InvestorsFidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.