Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Marketing in a Downturn
By Joni YoungwirthIf you are retaining 100% of your clients these days, you have a compelling story to tell. Consider that The Wall Street Journal reported on...
December 01, 2008
Wachovia's 14,600 FAs to Merge with WellsIn the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6,...
December 01, 2008
Morgan Stanley Advisors Join Bank-Deposit PushMorgan Stanley says it has begun "leveraging" its 8,500 financial advisors, 500 retail offices nationwide and new bank-holding structure, to build new bank deposits. The...
December 01, 2008
Taking the Good with the BadIt's unfortunate but true that when the markets and economy are at their worst, advisors tend to see a rush of new business. The current...
November 21, 2008
Raymond James Applies for Treasury CashRaymond James Financial said November 20 that it had applied to participate in the U.S. Treasury Department's Capital Purchase Program
November 11, 2008
Greenberg: AIG Asset Prices Will Rise In 3 YearsFormer American International Group Inc. Chairman Maurice Hank Greenberg is continuing to make the case that, "AIG had a liquidity problem, not a solvency problem," ...
November 10, 2008
Greenberg: AIG Asset Prices Will Rise In 3 YearsFormer American International Group Inc. Chairman Maurice Hank Greenberg is continuing to make the case that, "AIG had a liquidity problem, not a solvency problem," ...
November 01, 2008
Putnman Closes One Fund; Federated, Feds Step InPutnam Funds is participating in the U.S. Treasury's Money Market Guaranty Program, the company announced October 1. The program provides coverage to shareholders of Putnam's...