Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
3Q VA Sales Slipped 11% From 2Q's Record High
By Frank OconnorThird quarter new variable annuity sales of $36.5 billion were off almost 11% from the 2nd quarter's record high of $40.9 billion. With the exception ...
November 16, 2005
Harleysville Bank To Buy Investment BusinessA Pennsylvania bank holding company is buying a local investment firm.[@@]Harleysville National Corp., Harleysville, Pa., says its Harleysville National Bank subsidiary has agreed to ...
November 02, 2005
Pension Manager Announces $13 Million AcquisitionNational Investment Managers Inc. says it has agreed to acquire American Benefit Resources Inc. in a deal with a value of about $13 million.[@@]National ...
October 28, 2005
Asset Protection PlanningIs It An Area For You?It should be considered as a component of comprehensive financial planningAsset protection is a method of managing legal risks and protecting assets from attachment ...
October 27, 2005
Asset Protection PlanningIs It An Area For You?It should be considered as a component of comprehensive financial planningAsset protection is a method of managing legal risks and protecting assets from attachment ...
October 23, 2005
"Inertia" Stalls Estate Transfer DiscussionsMuch press has been devoted to the "trillions" of dollars in assets that boomers stand to inherit in the coming years. Yet, according to a ...
October 01, 2005
Get Off It, AlreadyI believe it is time for the FPA to drop this issue regarding the Merrill Rule, trying to disallow brokers from calling themselves financial advisors...
October 01, 2005
Cheryl Holland, CFPPresident Abacus Planning Group 3200 Devine Street, Suite 101 Columbia, South Carolina 29205 803-933-0054 www.abacusplanninggroup.com Clients: 130 Clientele: Closely-held business owners; recently divorced or widowed individuals; professionals Compensation method: Fee-only Fee: Combined fee for...