Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
A useful terminology guide for LTCI
By Margie BarrieQ. I want to pursue financial planners as referral sources. What key words should I be using when I talk to them, and what information would it be helpful for me to provide to show them that I am a credible resource for their referrals? A.
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...
July 01, 2008
Merrill Lynch Adds to Net Losses While Boosting Number of 'Experienced FAs'Merrill Lynch reported a net loss from continuing operations for the first quarter of 2008 of $1.97 billion and an overall net loss of $1.96...
July 01, 2008
The Intelligent InvestorAs a contrarian investor, advisor John P. Elwood has carved out a niche turning long-term losers into winners. Now in his 40th year in the...
July 01, 2008
The MatchmakerTennessee Williams wrote the famed line for tragic character Blanche DuBois in his play, "A Streetcar Named Desire." But veteran executive recruiter Mark Elzweig says...
June 30, 2008
Phoenix Prepares To Spin Off Asset ManagerA financial services company has started the formal process of splitting its asset management operations from its life insurance operations.Phoenix Companies Inc., Hartford, has filed ...
June 29, 2008
Too Many Clients is a Nice Problem to HaveThis session is all about gathering--gathering clients in droves--not just any clients, but the right clients. It's about gathering the right assets, and gathering the ...
June 29, 2008
Too Many Clients is a Nice Problem to HaveThis session is all about gathering--gathering clients in droves--not just any clients, but the right clients. It's about gathering the right assets, and gathering the ...