Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Legg Mason After Citigroup Swap: New Distribution Model, Growing Assets
By Janet LevauxBaltimore-based Legg Mason, which struck a deal with Citigroup in 2005 to swap its brokers for Citi's asset-management business, saw its total AUM grow to...
July 02, 2007
Bank of New York, Mellon Merger FinalThe Bank of New York Company, Inc. and Mellon Financial Corporation have completed their merger, creating The Bank of New York Mellon Corporation. The new...
June 28, 2007
Rydex Acquired by Security BenefitSecurity Benefit, the Topeka-based financial services holding company has signed a definitive purchase agreement to acquire Rydex Investments, Rockville, Maryland. The combined organization is expected to have roughly $35 billion in assets under management and $52 billion of assets under administration when the deal closes later this year.
June 24, 2007
High Court Weighs In On Pensions And MergersA merger agreement should not be considered as a form of termination for a retirement plan, and employers do not have a fiduciary obligation to ...
June 24, 2007
High Court Weighs In On Pensions And MergersA merger agreement should not be considered as a form of termination for a retirement plan, and employers do not have a fiduciary obligation to ...
June 11, 2007
High Court Weighs In On Pensions And MergersA merger agreement should not be considered as a form of termination for a retirement plan, and employers do not have a fiduciary obligation to ...
June 11, 2007
High Court Weighs In On Pensions And MergersA merger agreement should not be considered as a form of termination for a retirement plan, and employers do not have a fiduciary obligation to ...