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AmeriLife just bought a $2.7-billion TAMP based on growing belief pre-packaged RIA services and commission-sold insurance can be sold out of the same briefcase

The Clearwater, Fla. insurance marketer bought Brookstone Capital Management with faith that insurance agents can moonlight as part-time RIAs

Author By Lisa Shidler August 22, 2019 at 5:52 PM
1 Comment
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Dean Zayed: 'I’ve got lots of skin in the game. This isn’t an exit strategy.'.

Hybrid RIA

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TAMPs


Don’tdoit

Don’tdoit

August 30, 2019 — 3:27 PM
Just look at Kaizen Funds and Kaizen Advisory, LLC an Horvath v Zayed and that will tell you everything you need to know about Zayed!

Mentioned in this article:

Brookstone Capital Management
TAMP, RIA Serving Other RIAs
Top Executive: Dean Zayed, CEO



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