Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Placemark Inks Brokerage Deal Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, April 19, 2005

Placemark Inks Brokerage Deal

by: Theresa Sim

Placemark Investments will offer overlay services for a unified managed account through Janney Montgomery Scott LLC, the companies announced on Tuesday.

As the overlay manager, Placemark will manage the separate account portfolios and be responsible for tax management and rebalancing. Placemark is utilizing the CheckFree APL platform.

"We wanted to offer our clients a fee-based program with better diversification and greater product flexibility than available in our existing programs," stated JR Castle, director of distribution within Wealth Management Services at Janney. "We believe the new UMA program will be a cornerstone in growing Janney’s fee-based program," stated Castle.

Janney counts 900 advisors in its ranks. The brokerage is a subsidiary of Penn Mutual Life Insurance Company.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2019
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use