Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
July 08, 2002
Prudential To Acquire Mexican Fund CompanyNU Online News Service, July 8, 2:11 p.m. -- Prudential Financial Inc., Newark, N.J., says a unit in Mexico has agreed to acquire 100% ...
July 01, 2002
Balliett Financial Services & Trust Co.Gene Balliett 631 South Orlando Avenue, Suite 100 Winter Park, Florida 32789 Phone: 800-624-8961 Fax: 407-740-5228 [email protected] www.balliettfs.com Year practice began: 1967 Number of planners in office: 12 planners, 5 contract employees Number of...
June 12, 2002
Bailey Stepping Down as Janus CEOJune 12, 2002 -- Tom Bailey will step down as CEO of Janus Capital Management on July 1, according to a joint statement from Janus...
June 12, 2002
Principal Acquires KeyCorp 401(k) BusinessNU Online News Service, June 12, 1:03 p.m. -- KeyCorp, Cleveland, has agreed to sell its $8 billion-asset defined contribution retirement plan operations to ...
June 01, 2002
Asset Management: Build Your OwnDespite the challenging outlook for equity markets, many investment managers are organizing and managing collective investment products, such as mutual funds or private investment limited...
May 24, 2002
Affiliated Managers Invests in Third Avenue ManageMay 22, 2002 -- Affiliated Managers Grp (AMG) said it agreed to acquire a 60% majority interest in Third Avenue Management, a holding company for...
May 23, 2002
Gartmore Hires Conseco VeteranNU Online News Service, May 23, 4:35 p.m. -- The Gartmore Group, an asset manager owned by Nationwide Mutual Insurance Company, Columbus, Ohio, is ...
May 16, 2002
Armstrong To Head AEFA Institutional UnitNU Online News Service, May 16, 2:57 p.m. -- American Express Financial Advisors Inc., Minneapolis, has named Ward Armstrong president of American Express Asset ...
May 05, 2002
Gathering vs. Managing Assets: Can You Really Do Both Well?Gathering vs. Managing Assets: Can You Really Do Both Well?Investment and insurance professionals typically fall into one of two camps. Either they enjoy selling, which ...