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.
The ETF Advisor: Precious Metal ETFs
By Vaughan ScullyWhat makes precious metals funds so attractive is that they offer investors the ability to gain unleveraged exposure to gold and other precious metals without...
October 08, 2009
Integrated SaaS Platforms Give Advisors An EdgeIntegrated platforms for financial planning, asset allocation and other key capabilities provided in a Software-as-a-Service, or SaaS, delivery model are playing a key role in effectively meeting the needs of independent advisors...
October 05, 2009
VA Sales Inch Up 4.3% In 2QNew sales of variable annuities recovered modestly in the second quarter, increasing 4.3% to $31.2 billion from a multi-year low of $30 billion in the first quarter of 2009.
October 04, 2009
VA Sales Inch Up 4.3% In 2QNew sales of variable annuities recovered modestly in the second quarter, increasing 4.3% to $31.2 billion from a multi-year low of $30 billion in the first quarter of 2009.
September 30, 2009
Ameriprise To Acquire Columbia Asset Management OperationsAn insurer has agreed to buy a long-term mutual fund business from Columbia Management, a unit of Bank of America Corp.
September 23, 2009
Hennessy Completes SPARX Deal; Gains $74 Mil. in AssetsHennessy Advisors now manages the SPARX Funds, which have been renamed the Hennessy Select SPARX Japan Fund and Hennessy Select SPARX Japan Smaller Companies Fund.
September 08, 2009
The Drip Marketing ApproachAs my business grows, I have come to recognize that I need an efficient way to "drip" or keep my name in front of clients...