Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Phoenix Adds New Executive
By Staff WriterNU Online News Service, Oct. 19, 2004, 4:00 p.m. ESTThe Phoenix Companies Inc. has appointed Christopher R. Walsh as managing director for subadvisory and ...
September 01, 2004
A Tough SellYour editor's note in the July 2004 issue, entitled "Location, Location," pointed to an issue that is so subtle, most don't even realize it's an...
August 12, 2004
College Offers Wealth Management StudiesNU Online News Service, Aug. 12, 2004, 2:40 p.m. EDTThe College for Financial Planning has established a new course leading to a wealth management ...
July 15, 2004
J.P. Morgan, Synovus Announce HSA DealsNU Online News Service, July 15, 2004, 5:01 p.m. EDTBanks today announced 2 major health saving account alliances.[@@]J.P. Morgan Chase & Company Inc., New ...
July 15, 2004
Mellon Wins TIAA-CREF Back-Office ContractNU Online News Service, July 15, 2004, 12:10 p.m. EDTTeachers Insurance and Annuities Association-College Retirement Equities Fund, New York, has hired Mellon Financial Corp., ...
July 01, 2004
Devlin Team Completes Funeral Insurer DealNU Online News Service, July 1, 2004, 6:19 p.m. EDTA company led by the former chairman of American General Corp., Houston, has completed a ...
June 29, 2004
Pru Helps AIG SunAmerica Guarantee Fund GainsNU Online News Service, June 29, 2004, 6:33 p.m. EDTUnits of American International Group Inc., New York, and Prudential Financial Inc., Newark, N.J., are ...
June 25, 2004
Marsh Hires Former UBS Asset ManagerNU Online News Service, June 25, 2004, 1:38 p.m. EDTMarsh & McLennan Companies Inc., New York, has hired Brian Storms to be vice chairman ...