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.
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By Staff WriterIt was 1977, and I was visiting Europe for the first time, spending most of a summer in Italy, Austria, and even driving across the...
October 28, 2005
Asset Protection PlanningIs It An Area For You?It should be considered as a component of comprehensive financial planningAsset protection is a method of managing legal risks and protecting assets from attachment ...
October 27, 2005
Asset Protection PlanningIs It An Area For You?It should be considered as a component of comprehensive financial planningAsset protection is a method of managing legal risks and protecting assets from attachment ...
October 23, 2005
"Inertia" Stalls Estate Transfer DiscussionsMuch press has been devoted to the "trillions" of dollars in assets that boomers stand to inherit in the coming years. Yet, according to a ...
October 01, 2005
Get Off It, AlreadyI believe it is time for the FPA to drop this issue regarding the Merrill Rule, trying to disallow brokers from calling themselves financial advisors...
October 01, 2005
Cheryl Holland, CFPPresident Abacus Planning Group 3200 Devine Street, Suite 101 Columbia, South Carolina 29205 803-933-0054 www.abacusplanninggroup.com Clients: 130 Clientele: Closely-held business owners; recently divorced or widowed individuals; professionals Compensation method: Fee-only Fee: Combined fee for...
September 21, 2005
Jackson National Unit Announces Personnel MovesCurian Capital has hired 3 executives and promoted 2.[@@]Curian, Denver, administers managed account programs, which give investors with large sums to invest personalized alternative ...
September 07, 2005
Advisor Joins EngemannAn asset management unit of The Phoenix Companies Inc. has hired Olivier Cornet to be a senior vice president and wealth advisor.[@@]Cornet will be ...