Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Jeff Montgomery Named Chairman of AFAM
By James J. Greencompany formerly known as Al Frank Asset Management, has named its CEO, Jeff Montgomery, as Chairman, effective August 1, 2010.
June 25, 2010
Manulife Sets Board Meeting In ChinaManulife Financial Corp., Toronto, will hold its October board meeting in Beijing to coincide with the 40th anniversary of the establishment of diplomatic relations between Canada and China.
June 21, 2010
Bank of America Merrill Lynch Rolls Out 'Merrill Edge' Discount TradingMerrill Edge aims to help Merrill Lynch clients who want to make some of their own trades and attract younger, up-and-coming investors to the brokerage firm.
June 21, 2010
Standard & Poor's, Financial Research Corp. Join Forces on MarketScope Advisor Web SiteS&P and FRC have signed a content distribution pact that will bring FRC's asset-management news and product research to a broader audience of financial advisors on S&P's MarketScope Advisor online platform.
June 21, 2010
BofA-Merrill Lynch Rolls Out 'Merrill Edge' Discount-Trading PlatformMerrill Edge aims to help Merrill Lynch clients who want to make some of their own trades and attract younger, up-and-coming investors to the brokerage firm.
June 21, 2010
Bank of America-Merrill Lynch Rolls Out 'Merrill Edge' Discount-TradingMerrill Edge aims to help Merrill's clients who want to make their own trades and attract younger investors.
June 08, 2010
MetLife's Wealth Management Services Platform Assets Climb to $6 BillionMetLife Broker/Dealer Group's investment advisory product platform, Wealth Management Services (WMS), has amassed $6 billion in assets under management (AUM) across some 30,000 accounts, the firm announced on June 8.
June 01, 2010
Baird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUMBaird Gets Four Ex-UBS FAs; Team Brings $160 Million in AUM