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.
Banks' Annuity, Mutual Fund Income Reached $5.4 Billion in 2006
By Trevor ThomasBanks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
March 20, 2007
Banks' Fund, Annuity Income Reached $5.4 Billion in 2006Banks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
March 20, 2007
Banks' Fund, Annuity Income Reached $5.4 Billion in 2006Banks increased their mutual fund and annuity fee income by 7.2% to $5.38 billion in 2006, up from $5.02 billion in 2005, according to a ...
February 06, 2007
Nationwide Raises Bid For Philadelphia Investment FirmNationwide Mutual Insurance Company's Nationwide Financial Services Inc. unit has agreed to higher terms for a previously announced deal.Under the agreement, Nationwide Financial, Columbus, Ohio, ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
Canadian Company To Acquire Marsh Fund UnitGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
Merrill Lynch Keeps Its FocusDan Sontag, head of Advisory Americas for Merrill Lynch private client, reflects on the firm's latest moves to stay on top. He spoke with Research...