Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Aegon and China's Industrial Securities Announce Joint Venture
By Staff WriterAegon, 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 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...
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...
