Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
R. James Boosts FAs, But Lowers Earnings
By Janet LevauxRaymond 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
December 02, 2007
What I Learned in WashingtonI spent part of this past week in Washington, D.C., attending the Investment Advisor annual conference. While there, I met some great people and was...
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
November 15, 2007
Five New Funds at Aston Asset ManagementAston Asset Management, in Chicago, launched five new mutual funds on November 5, including two international funds: Aston/Barings International Fund (ABIIX), and Aston/SGA International Small-Mid Cap Fund (ASNMX); and three mid-cap funds: Aston/Montag & Caldwell Mid Cap Growth Fund (AMCMX), Aston/ClariVest Mid Cap Growth Fund (ACVMX), and Aston/Cardinal Mid Cap...
November 01, 2007
Defining the BestHere's how we define "top" firms in small and large categories. Top Small Firm Category Size of Firm: Qualifying small firms have $100 million or less...