Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Executives Rise At Phoenix
By Staff WriterA 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 ...
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...
January 01, 2006
Banking on Wealth ManagementAttend any industry conference or chat with colleagues or consultants, and you'll hear the buzzword du jour: wealth management. Many advisors are attempting to provide...
December 11, 2005
3Q VA Sales Slipped 11% From 2Q's Record HighThird quarter new variable annuity sales of $36.5 billion were off almost 11% from the 2nd quarter's record high of $40.9 billion. With the exception ...
December 11, 2005
3Q VA Sales Slipped 11% From 2Q's Record HighThird quarter new variable annuity sales of $36.5 billion were off almost 11% from the 2nd quarter's record high of $40.9 billion. With the exception ...
November 16, 2005
Harleysville Bank To Buy Investment BusinessA Pennsylvania bank holding company is buying a local investment firm.[@@]Harleysville National Corp., Harleysville, Pa., says its Harleysville National Bank subsidiary has agreed to ...
November 02, 2005
Pension Manager Announces $13 Million AcquisitionNational Investment Managers Inc. says it has agreed to acquire American Benefit Resources Inc. in a deal with a value of about $13 million.[@@]National ...