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.
December 07, 2001
Canadian Insurer Sells London UnitNU Online News Service, Dec. 7, 11:44 a.m. -- Sun Life Financial Services of Canada Inc., Toronto, says it has completed the sale of ...
November 12, 2001
Royal Alliance Holds Asset Management ConferenceNU Online News Service, Nov. 12, 10:58 a.m. -- Royal Alliance Associates Inc., New York, is hosting its first annual asset management conference this ...
November 11, 2001
Defined Benefit Plans-Buried Treasure For IRA RolloversDefined Benefit PlansBuried Treasure for IRA RolloversMost of the focus on IRA Rollover assets has been on Defined Contribution plans such as 401(k)/403(b)/457 and on ...
October 23, 2001
Cerulli Forecasts Rapid Growth In Italian Wrap MarketNU Online News Service, Oct. 23, 10:21 a.m. -- Italy's $165 billion mutual fund wrap-fee program market, or GPF, will double in size by ...
September 09, 2001
VA Sales In First 6 Months Are Less Than Half Of Last Year's TotalVA Sales In First 6 Months Are Less Than Half Of Last Year's TotalByWhile year-to-date variable annuity sales continue to remain below last years level, ...
August 02, 2001
Most Fee-Based Advisory Firms Lack Employee HandbooksNU Online News Service, Aug. 2, 11:13 a.m. -- Tiburon Strategic Advisors, Tiburon, Calif., says fee-only financial advisory firms appear to be doing a ...
July 27, 2001
Prudential In Italian Joint Venture To Sell Asset Management ServicesNU Online News Service, July 27, 10:05 a.m. -- Prudential Insurance Company of America, Newark, N.J., is teaming up with Banca Popolare di Bergamo-Credito ...
June 26, 2001
Continental Home Healthcare Acquires Assets Of Medical MartNU Online News Service, June 26, 1:55 p.m. -- Continental Home Healthcare Ltd., Glendale, Calif., today announced the acquisition of nearly all the assets ...
June 05, 2001
Liberty Financial To Sell Asset Management Segment To FleetBostonNU Online News Service, June 5, 4:15 p.m. -- Liberty Financial Companies, Inc., Wellesley Hills, Mass., has agreed to sell its asset management operations ...