Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Consult, Find a Niche, and Succeed
By Melanie WaddellIf you haven't noticed, a number of reports have been released over the past few months providing a snapshot of the registered investment advisory and...
August 28, 2002
ING Restructures Asset-Management UnitNU Online News Service, Aug. 28, 12:31 p.m. -- The ING Groep N.V., Amsterdam, says Tom Balachowski, the chief executive officer of its ING ...
July 25, 2002
Old Mutual Reports 3.2% Drop In U.S. AssetsNU Online News Service, July 25, 11:10 a.m. -- Old Mutual P.L.C., London, says its U.S. asset-management operations ended the first half of the ...
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 ...