Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Asset Protection PlanningIs It An Area For You?
By Debra S. RepyaIt should be considered as a component of comprehensive financial planningAsset protection is a method of managing legal risks and protecting assets from attachment ...
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 ...
August 25, 2005
Fifth Third Picks Managed Account AdministratorFifth Third Asset Management has picked Bisys Group Inc. to administer its separately managed accounts program.[@@]Bisys, New York, announced it will provide middle- and ...
July 06, 2005
Phoeni Starts Retail Fund FamilyThe Phoenix Companies Inc. has set up the PhoenixFunds mutual fund family.[@@]The family now includes about 40 funds and will expand to more than ...
June 07, 2005
Edwards Lowers Lincoln EstimatesLincoln National Corp.'s lack of aggressiveness in the life market has led to soft sales and light earnings, says A.G. Edwards analyst Jeff Hopson. ...