Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
The High Cost of Going Bankrupt
By Alexei BayerWho: Martha Solinger, Co-General Counsel, Lehman Brothers Holdings Where: Bombay Palace, 30 West 52nd Street, New York When: June 25, 2009 On the Menu: Chicken curry and financial...
July 01, 2009
Black Rock in $13.5 Billion for Barclays GlobalBlackRock Inc. announced June 11 that it will acquire Barclays Global Investors for $6.6 billion in cash and 37.8 million shares of BlackRock common stock...
July 01, 2009
The Affluentialist: Intangible Assets; Real ChallengesAs we examined previously, certain clients may intentionally or forgetfully skip certain information on assets in discussions with their advisors. Other clients may give wildly...
June 16, 2009
Swiss Re Sells ConningAquiline Capital Partners L.L.C., a private equity firm, has acquired Conning Research & Consulting from Swiss Reinsurance Company for a price that was not disclosed.
June 15, 2009
BlackRock to Acquire Barclays Global for $13.5 BillionDeal will create firm with $2.7 trillion in AUM
June 01, 2009
Edward Jones Revamps Transition PackageTo help grow its advisor force this year, Edward Jones has developed an enhanced transition package for current successful financial advisors who join the firm....
June 01, 2009
Morgan Stanley Moving Ahead With Smith Barney VentureMorgan Stanley says it is on track to raise some $8 billion via recent equity and debt offerings, including the exercise of the over-allotment option,...
May 15, 2009
UBS Outlines Reorganization; Releases Q1'09 ResultsBrokerage firm is sharpening its focus on high-net-worth clients as its growth strategy.