Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Richard Manchester
By Staff WriterWave 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:...
October 25, 2006
FSP Adds Investment Management SectionThe Society of Financial Service Professionals has introduced a unit aimed at members who want to talk about making assets grow.The FSP, Newtown Square, Pa., ...
October 01, 2006
Advancing the ConversationDeath. As a topic of conversation, it is obviously not a favorite for most people. Yet death, and its profound and multi-layered impact on unprepared...
September 01, 2006
Extending the DefinitionWhen viewing your clients' plans, do you include helping them manage their careers? Michael Haubrich thinks you should. When developing a comprehensive financial plan for...
August 04, 2006
Munder Managers and Partners Buy FirmLed by senior management and portfolio managers, Birmingham, Michigan-based Munder Capital Management will team up with Crestview Partners, L.P., and Grail Partners, LLC, to pay Comerica $302 million plus Munder's stake in World Asset Management, for Comerica's 90% interest in Munder Capital Management.
July 01, 2006
Facilitating Wealth ManagementIf the number of advisors practicing wealth management is growing, so is the number of companies looking to help them practice it successfully. With that...
July 01, 2006
Reviewing the SituationWhen advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however,...
June 09, 2006
Growth and TaxesThe Senate's failure on June 8 to approve a permanent repeal of the federal estate tax would not sit well with former Senator Bob Dole, the Kansas Republican who ran for President in 1996.