Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
3Q VA Sales Slipped 11% From 2Q's Record High
By Frank OconnorThird 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 ...
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 ...