Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Separate Accounts Biz Brisk at Schwab
By Staff WriterSeparately managed accounts (SMAs) are growing fast at Charles Schwab as fee-based advisors seek to outsource money management for clients and concentrate on other aspects of wealth management, such as tax or estate planning.
March 01, 2006
Old-Fashioned AdviceOn a recent Thursday, advisor Howard Sontag had his first client meeting of the morning with a hedge fund manager and his wife who had...
February 22, 2006
Profits Rise At MassMutualAsset growth helped results at Massachusetts Mutual Life Insurance Company in 2005.MassMutual, Springfield, Mass., is reporting $753 million in statutory net income for 2005 on ...
February 17, 2006
Executives Rise At PhoenixA Connecticut insurer has rewarded 3 members of its asset management team.Phoenix Companies Inc., Hartford, says it has promoted Amy Fisher, Stephen Gresham and Francis ...
February 01, 2006
Ursula Robinson DaleyAthena Investment Group, Inc. 688 Lee Street Des Plaines, Illinois 60016 847-299-8877 Age: 34 Title: Investment Advisor/Partner Education: BA in psychology, University of New Hampshire; law degree, Pace University Joined firm: January...
January 26, 2006
Harleysville Buys CornerstoneA Pennsylvania bank holding company has completed efforts to acquire a local investment advisor.Harleysville National Bank, a unit of Harleysville National Corp., Harleysville, Pa., will ...
January 16, 2006
Portus Founder Gets One Last ChanceTEL AVIV, Israel (HedgeWorld.com)--This time the judge really, really means it. A judge in Israel on Monday [Jan. 9] gave Boaz Manor, the founder of the now defunct Canadian hedge fund Portus Alternative Asset Management, seven days either to produce US$10 million in diamonds he bought with money from the...
January 01, 2006
Charles LiebermanChief Economist and Investment Strategist Advisors Capital Management L.L.C. West 115 Century Road Paramus, New Jersey 07652 201-986-1900 www.advisorscenter.com Year current firm began: 2004 Number of principals: 4 Number of clients: 100 individuals plus...