Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wealth2K's David Macchia Speaks with DWS Scudder's Phillip Hensler
By David MacchiaDavid Macchia: Philipp, I know my readers will be very much interested in knowing about you on a personal level, and perhaps about things that...
February 22, 2008
AUM In Managed Accounts Grew 20% In 2007: MMIAssets under management in managed accounts reached $1.49 trillion at the end of 2007, the Money Management Institute reports.The total represents a 20.1% increase over ...
February 08, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
February 07, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
February 01, 2008
Krishna PendyalaChief Operating Officer and Coach Waldron Wealth Management 1150 Old Pond Road Pittsburgh, Pennsylvania 15017 Phone: 412-221-1005 Web site: www.waldronwm.com Year firm founded: 1995 Year joined firm: 2004 Firm AUM: $750 million Firm assets...
January 23, 2008
R. James Boosts FAs, But Lowers EarningsRaymond James Financial has reported a 5 percent decrease over the prior year's quarterly net income to $56,242,000 or $0.47 per diluted share, for the first quarter ended December 31, 2007. Net reven
January 09, 2008
Smith Replaces Smith as Social Investment Forum ChairCheryl Smith, executive vice president and senior portfolio manager at Trillium Asset Management Corporation, is the new chair of the board of the Social Investment...
December 18, 2007
MCCOLGAN TO LEAD MORGAN STANLEY'S ADVISORSMorgan Stanley says it has tapped former Fidelity Investments executive and industry veteran Ellyn A. McColgan, 53, as the new president and chief operating officer of the its global wealth management