Unlike traditional institutional trust services where the management, administration and safekeeping of trust assets are consolidated under the control of a single institutional trustee, Advisor
Directed Trust enables advisors
to manage the investment of their clients' trust assets, while Franklin Templeton Bank & Trust separately handles the administration and safekeeping of those trusts.
IXIS Asset Management Advisors
Group (IXIS) announced today that it has appointed Thomas Nelson as senior vice president and Dana Hartwell as vice president in the firm's defined contribution group.
com) is a registered investment advisor
providing innovative fee-based managed accounts and investment products to financial professionals through a state-of-the-art technology platform.
WFG Capital Advisors
, a PA-based investment banking firm specializing in the insurance industry, served as the exclusive financial advisor
to RESOURCES for Retirement, Inc.
name change comes at the same time that First American Funds is ramping up its sales efforts to national wirehouses and regional, independent, and bank broker-dealers throughout the United States.
Financial institutions can centrally control their brand identity, while still permitting each individual financial advisor
to personalize their output with their picture and contact details.
BOSTON -- IXIS Asset Management Advisors
Group announced today that Matthew Witkos has been named executive vice president for U.
Media said the title includes "the fundamentals of FileMaker Pro, the key steps, basic concepts, handy tricks and simple steps to do exactly what" the user wants.
The revised disclosure regulations thus define "confidential transaction" to cover only transactions for which an advisor
is paid a minimum fee ($250,000 if the taxpayer is a corporation) and the advisor
imposes confidentiality on the taxpayer to protect the advisor
's fax strategies.
When it comes to selecting an advisor
, you have several options.
Many programs use nurse reviewers to initially handle the case, with complicated or difficult cases being referred to a physician advisor
The new material advisor
rules substantially expand the parties responsible for maintaining investor lists.
Media (San Diego, CA) has published a preview issue of GroupWise Advisor
magazine, a title for professionals who use, or will implement, Novell's GroupWise enterprise solutions product.
Our TCRepresentative program is a must-have for any investment advisor
who sells through some type of representative, such as registered reps, wholesalers, solicitors, other advisors
, or even banks," said Terry Reitan, Trust Company of America's President and CEO.
Data Source, a division of Wiesner Financial Media, announced today the availability of a brand new RIA (registered independent advisor
) list to complement their suite of insurance, financial and benefits industry direct marketing lists.