Thecompany provides banks, brokerage firms, mutual fund manufacturers and insurerswith cost-effective configurable solutions based on an extensive portfolio ofretirement planning tools.
Independent Financial Advisory Firm Will Serve Planning and Investment Management Needs of Innovators, Disruptors, and Leaders in Technology
Chicago-based Heitman LLC, a global real estate investment manager, has acquired Old Mutual‘s 50 percent ownership stake in the company for $110 million
The company will use the money to add talent in software development, customer operations and building algorithms, says President Dirk Quayle.
While November was positive both in terms of flows and the proportion of managers experiencing inflows (52% with inflows), for the year, only 40% of funds have net inflows.