Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Advisor Joins Engemann
By Staff WriterAn asset management unit of The Phoenix Companies Inc. has hired Olivier Cornet to be a senior vice president and wealth advisor.[@@]Cornet will be ...
June 07, 2005
Edwards Lowers Lincoln EstimatesLincoln National Corp.'s lack of aggressiveness in the life market has led to soft sales and light earnings, says A.G. Edwards analyst Jeff Hopson. ...
June 01, 2005
Advisors' New Role: MatchmakerAs "Am I going to outlive my assets?" becomes the overriding concern of your clients, rather than "How can I grow my assets?" your role...
May 24, 2005
Oil ETF Registered With SECStandard Asset Management LLC plans to introduce an exchange-traded fund (ETF) that will track the price performance of light, sweet crude oil, according to an...
May 03, 2005
Phoeni Buys Out Money ManagerThe Phoenix Companies Inc. now is the sole owner of one of its major investment management affiliates.[@@]The Hartford company has paid an undisclosed sum ...
May 01, 2005
With Friends Like These....A friend recently told me about a meeting he had with his firm's custodian. It was with the custodian's representative for its referral program, and...
April 01, 2005
Bountiful HarvestFor some advisors, the stock market's two-year winning streak has revived confidence in equities. But any such complacency may be misplaced, and while bonds have...
March 31, 2005
MassMutual Completes Baring DealNU Online News Service, March 31, 2005, 4:14 p.m. ESTA Springfield, Mass., life insurer has closed on an acquisition of an offshoot of one ...