Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Advisors' New Role: Matchmaker
By Staff WriterAs "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 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...
January 31, 2005
MetLife Completes State Street DealNU Online News Service, Jan. 31, 2005, 5:20 p.m. ESTA large New York insurer has stepped away from a well-known money management firm.[@@]The insurer, ...
January 27, 2005
AIG Seeks Principal-Protection FlexibilityA large New York insurer wants permission to use affiliates to back its own investment funds' guarantees.[@@]Asset-management units of American International Group Inc., New ...
January 26, 2005
Disposing Of Computer Equipment Can Be RiskyByTodays business landscape is dramatically different than just 2 years ago. Gone are the days when disposal of computer equipment required nothing more than a ...