Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Stifel to Buy Thomas Weisel; Would Have 1,900 FAs, $100 Bn AUM after Merger
By Janet LevauxDeal should give Stifel more private-equity products and Silicon-Valley clients, as well as about $1.6 billion in yearly sales.
April 16, 2010
Schwab Earnings Drop 45%, but Advisor Business StrongCut in trading fees fueled dismal results; $624 billion AUM at Advisor Services
March 29, 2010
AIG Sells Unit to Pacific CenturyA private investment firm in Asia has acquired part of the asset management operations of American International Group Inc. (NYSE:AIG).
March 16, 2010
New Actively Managed Fund at VanguardWealth managers who are fans of Vanguard may be happy to note that the group is launching a new actively managed fund, which will invest in small- and mid-cap companies in the U.S.
March 10, 2010
Pension Funding Slightly BetterCorporate pension plans grew slightly as U.S. equities gained and bond yields ticked up, according to Bank of New York Mellon Asset Management report.
March 01, 2010
Wirehouse Performance Takes Divergent PathsWith the latest earnings results, the varied strategies and performance of the remaining -- and transformed -- wirehouse firms are becoming clearer though not...
February 22, 2010
Paul Reilly to Replace Tom James as Raymond James CEO on May 1RJ board confirms succession plan; declares dividend for 25th straight year
February 08, 2010
Jefferson National: Bye Bye Buy-And-HoldFinancial advisors now seem to be more likely to make trades in response to short-term investment market changes than they were before the recent recession hit.