Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
MERRILL TO BE SOLD TO BANK OF AMERICA (Sept. 15, 2008)
By Janet LevauxBank of America Corporation has agreed to acquire Merrill Lynch in a $50 billion all-stock transaction, a deal predicted by industry expert Chip Roame in June as part of Research magazine's 30th-anniv
September 01, 2008
Brick by BrickMost registered investment advisors find new clients the old-fashioned way: referrals from satisfied customers. Word-of-mouth referrals have always worked well in this business, since would-be...
August 18, 2008
Genworth Forms Asset-Management UnitGenworth Financial Inc. has merged 2 asset-management units.Genworth, Richmond, Va., has combined AssetMark Investment Services Inc. and Genworth Financial Asset Management to form Genworth Financial ...
August 01, 2008
A useful terminology guide for LTCIQ. I want to pursue financial planners as referral sources. What key words should I be using when I talk to them, and what information would it be helpful for me to provide to show them that I am a credible resource for their referrals? A.
August 01, 2008
Morgan Stanley Shares Q2 ResultsMorgan Stanley says income from continuing operations in the second quarter ended May 31, 2008, was $1 billion compared with $2.4 billion in the second...
July 31, 2008
A useful terminology guide for LTCIQ. I want to pursue financial planners as referral sources. What key words should I be using when I talk to them, and what information would it be helpful for me to provide to show them that I am a credible resource for their referrals? A.
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...
July 01, 2008
Merrill Lynch Adds to Net Losses While Boosting Number of 'Experienced FAs'Merrill Lynch reported a net loss from continuing operations for the first quarter of 2008 of $1.97 billion and an overall net loss of $1.96...