Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Fifth Third Picks Managed Account Administrator
By Staff WriterFifth Third Asset Management has picked Bisys Group Inc. to administer its separately managed accounts program.[@@]Bisys, New York, announced it will provide middle- and ...
June 01, 2005
Advisors' New Role: MatchmakerAs "Am I going to outlive my assets?" becomes the overriding concern of your clients, rather than "How can I grow my assets?" your role...
May 24, 2005
Oil ETF Registered With SECStandard Asset Management LLC plans to introduce an exchange-traded fund (ETF) that will track the price performance of light, sweet crude oil, according to an...
May 03, 2005
Phoeni Buys Out Money ManagerThe Phoenix Companies Inc. now is the sole owner of one of its major investment management affiliates.[@@]The Hartford company has paid an undisclosed sum ...
May 01, 2005
With Friends Like These....A friend recently told me about a meeting he had with his firm's custodian. It was with the custodian's representative for its referral program, and...
April 01, 2005
Bountiful HarvestFor some advisors, the stock market's two-year winning streak has revived confidence in equities. But any such complacency may be misplaced, and while bonds have...
March 31, 2005
MassMutual Completes Baring DealNU Online News Service, March 31, 2005, 4:14 p.m. ESTA Springfield, Mass., life insurer has closed on an acquisition of an offshoot of one ...
February 01, 2005
After Lanigan, Fidelity's ChancesIf you're an advisor with Fidelity Registered Investment Advisor Group (FRIAG), you already know the news. If you're not, you may or may not have...