Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
October 21, 2004
ING To Sell Delta To BerkeleyNU Online News Service, Oct. 21, 2004, 3:05 p.m. EDTING Investment Management has agreed to sell its Delta Asset Management division to Berkeley Capital ...
October 19, 2004
Phoenix Adds New ExecutiveNU 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 ...
October 18, 2004
Fat-Tailed Butterflies Invade the Finance Faculty LoungeBook Review Mandelbrot, Benoit and Hudson, Richard L. "The (mis)Behavior of Markets: A Fractal View of Risk, Ruin, and Reward," New York: Perseus Books Group, 2004, pp. 328, Cloth. US$27.50. Most literate humans have by now heard of "chaos theory." There has even been a Hollywood movie, "the Butterfly Effect,"...
September 27, 2004
Interest in Chartered Alternative Investment Analyst Designation GrowsAMHERST, Mass. (HedgeWorld.com)--Meeting the needs of an ever-growing number of aspirants, the Chartered Alternative Investment Analyst Association will administer the next series of Level I and Level II exams in February. According to officials, the number of candidates seeking the Chartered Alternative Investment Analyst designation has tripled annually since the...
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 ...