Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Investors Cap at $1 Bil AUM; To Host First Women's Confab
By Janet LevauxInvestors Capital, which has some 550 independent advisors, now has more than $1 billion in assets under management.
May 05, 2010
Profits at Calamos, AllianceBernstein Surge in Q1Calamos gets boost from rise in AUM; AllianceBernstein benefits from market resurgence and cost-cutting.
April 29, 2010
Stifel Shares Q1 Growth Report on Heels of Merger NewsStifel's wealth-management operations are poised to include 1,900 financial advisors and $100 billion in assets under management after its merger with Thomas Weisel Partners is completed.
April 29, 2010
Stifel Net Income Leaps, Shares Rise on Heels of Merger NewsStifel's wealth-management operations are poised to include 1,900 financial advisors and $100 billion in assets under management after its merger with Thomas Weisel Partners is completed.
April 26, 2010
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUMStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 26, 2010
Stifel to Buy Thomas Weisel; Would Have 1,900 FAs, $100 Bn AUM after MergerDeal should give Stifel more private-equity products and Silicon-Valley clients, as well as about $1.6 billion in yearly sales.
April 20, 2010
Citigroup's Profit Soars; Morgan Venture Also StrongCiti's earnings hit $4.4 billion; Smith Barney unit triples income
April 19, 2010
Citigroup's Profit Soars; Broker Venture Also StrongCiti's earnings hit $4.4 billion; Smith Barney unit triples income