Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Phoenix Prepares To Spin Off Asset Manager
By Staff WriterA financial services company has started the formal process of splitting its asset management operations from its life insurance operations.Phoenix Companies Inc., Hartford, has filed ...
May 01, 2008
Morgan Stanley Posts ResultsMorgan Stanley has reported income for the quarter ending February 29, 2008, of $1.6 billion, down from $2.3 billion a year earlier. Net revenues were...
April 21, 2008
Aegon and China's Industrial Securities Announce Joint VentureAegon, The Hague, The Netherlands, and China's Industrial Securities, Fujian Province, a securities company, have completed the establishment of their asset management joint ventureUnder the ...
April 17, 2008
Merrill Posts Loss, Shares FA DataAfter posting a net loss and write-downs of additional $6.5 billion in the first quarter of 2008, Merrill Lynch says it is cutting some 3,000 jobs - but that plan leaves its 16,000 financial advisors
April 01, 2008
About the AdvisorDr. Walter V. Gerasimowicz Chairman and CEO Meditron Asset Management, LLC 641 Lexington Avenue, Suite 1400 New York, NY 10022 Phone: 212-622-7822 Fax: 212-622-7823 E-mail: [email protected] Web site: www.meditronassetmanagement.com Additional offices: Zurich, Switzerland, and...
April 01, 2008
Wealth2K's David Macchia Speaks with DWS Scudder's Phillip HenslerDavid Macchia: Philipp, I know my readers will be very much interested in knowing about you on a personal level, and perhaps about things that...
March 01, 2008
About the PlannerIan Yankwitt President Tortoise Investment Management, LLC White Plains, New York Telephone: 914-686-0024 E-mail: [email protected] Year firm founded: 2004 Number of clients: 70-75 Assets under management: $109 million Compensation: Fee-only (1.25% on the first...