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.
September 10, 2003
Allstate Financial Hires Asset-Liability Management VPNU Online News Service, Sept. 10, 2003, 6:15 p.m. EDT -- The Allstate Financial unit of The Allstate Corp., Northbrook, Ill., has hired Anson ...
September 03, 2003
Survey: Some 401(k) Members Want Professional Investment ManagementNU Online News Service, Sept. 3, 2003, 5:22 p.m. EDT -- Only 19% of men say they would feel most confident if a professional ...
September 01, 2003
DB Plans: Issues & OpportunitiesWhat's all this fuss about defined benefit (DB) plans? Aren't they ancient history? The truth is that there are plenty of DB plans out there,...
August 25, 2003
Hancock Acquires Large-Cap Blend FundNU Online News Service, Aug. 25, 2003, 5:54 p.m. EDT -- John Hancock Advisers, a unit of John Hancock Financial Services Inc., Boston, has ...
August 25, 2003
Cerulli To Host Asset Management ConferenceNU Online News Service, Aug. 25, 2003, 4:03 p.m. EDT -- Cerulli Associates Inc., Boston, will host a conference on asset management Oct. 27-28 ...
August 25, 2003
Principal Global Hires New York-Based MarketerNU Online News Service, Aug. 25, 2003, 3:46 p.m. EDT -- Principal Global Investors, Des Moines, Iowa, has hired Cherrise Crawford to be director, ...
August 19, 2003
Price Introduces Multi-Adviser Managed Futures FunCHICAGO (HedgeWorld.com)--Price Asset Management Inc., a division of the commodities trading firm Price Group, is launching a registered managed futures fund. The Price Fund I LP...
August 11, 2003
Vanguard Fires Equity Income Fund ManagerAug. 8, 2003 -- Vanguard Group has fired Newell Associates, which had helped run the $2.6 billion Vanguard Equity Income (VEIPX) since its inception 15...
July 25, 2003
Manulife Adds Fund-Based 401(k) PlansNU Online News Service, July 25, 2003, 12:57 p.m. EDT -- Manulife USA, Boston, has introduced Manulife Retirement Select, a mutual fund-based 401(k) plan ...
July 22, 2003
UBS Analyst Speculates About Hypothetical UnumProvident And Hancock DealsNU Online News Service, July 22, 2003,5:14 p.m. EDT -- An analyst at UBS Investment Securities, New York, has been wondering might happen if ...