Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Canadian Company To Acquire Marsh Fund Unit
By Staff WriterGreat-West Lifeco Inc. has agreed that it and an affiliate will pay a total of $3.9 billion for Putnam Investments and Putnam's 25% stake in ...
February 01, 2007
UBS' Take on Fee Work: 'A Lot of Clients Want It'Marten Hoekstra, head of U.S. wealth management for UBS, gives his opinion on the New York Attorney General's recent lawsuit, acquisitions and plans for 2007....
February 01, 2007
After Re-Grouping in 2006, DWS Scudder Aims HighOne year after Scudder re-branded its fund product line, the DWS Scudder fund family is experiencing strong sales momentum, according to Philipp Hensler, head of...
February 01, 2007
The SolutionThe coming "retirement crisis" in America has been the subject of countless newspaper, magazine, and evening television news stories. Experts of all stripes have voiced...
February 01, 2007
When Should You Register?Should an investment advisor with $30 million of "assets under management" register with the SEC? It depends on whether the advisor has "qualifying" assets under...
January 31, 2007
EBSA Rules On Combining Plan Advice, Asset ManagementA financial services company that structures the arrangement carefully can sell fee-based advice to members of a retirement plan while an outside firm is selling ...
January 31, 2007
EBSA Rules On Combining Plan Advice, Asset ManagementA financial services company that structures the arrangement carefully can sell fee-based advice to members of a retirement plan while an outside firm is selling ...
December 01, 2006
Richard ManchesterWave Wealth Management 479 Ocean Avenue, Suite D Laguna Beach, California 92651 Phone: 949-497-9100 [email protected] Year practice began: 2006 Number of advisor in firm: 1, plus three-person support staff Number of clients:...