Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
FSP Adds Investment Management Section
By Staff WriterThe 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., ...
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.
June 01, 2006
T. Rowe Price Expands Its Advisor-Class LineupHoping to boost sales by advisors of its popular no-load global stock fund, T. Rowe Price has added the fund to its list of Advisor...
May 26, 2006
Separate Accounts Biz Brisk at SchwabSeparately managed accounts (SMAs) are growing fast at Charles Schwab as fee-based advisors seek to outsource money management for clients and concentrate on other aspects of wealth management, such as tax or estate planning.
March 20, 2006
New OM Fund Fee Structure Aims to Lure InstitutionsLONDON (HedgeWorld.com)--Old Mutual Asset Managers has announced the launch of the Old Mutual Spectrum Plus Fund, the latest offering from its multi-strategy products team. The new fund will target higher than average returns while maintaining careful control over its risk profile. The fund will be run by Richard Tomlinson, a...