Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Numerology: Fewer Assets, More Advisors
By James J. GreenTotal assets managed by investment advisors shrank in 2008 for the first time since 2003, but despite a nearly 20% drop in assets, the number...
October 19, 2009
Pimco May Add Stock FundsAnd outsiders say that as investors move from fixed-income to equities, Pimco would like to participate.
October 05, 2009
VA Sales Inch Up 4.3% In 2QNew sales of variable annuities recovered modestly in the second quarter, increasing 4.3% to $31.2 billion from a multi-year low of $30 billion in the first quarter of 2009.
October 04, 2009
VA Sales Inch Up 4.3% In 2QNew sales of variable annuities recovered modestly in the second quarter, increasing 4.3% to $31.2 billion from a multi-year low of $30 billion in the first quarter of 2009.
September 30, 2009
Ameriprise To Acquire Columbia Asset Management OperationsAn insurer has agreed to buy a long-term mutual fund business from Columbia Management, a unit of Bank of America Corp.
September 23, 2009
Hennessy Completes SPARX Deal; Gains $74 Mil. in AssetsHennessy Advisors now manages the SPARX Funds, which have been renamed the Hennessy Select SPARX Japan Fund and Hennessy Select SPARX Japan Smaller Companies Fund.
September 08, 2009
The Drip Marketing ApproachAs my business grows, I have come to recognize that I need an efficient way to "drip" or keep my name in front of clients...