Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Advest Encourages Asset Management Certification
By Marlene Y. SatterThink you have enough letters after your name? Advest wants its advisors to hold the AAMS designation
January 01, 2004
The Client Comes FirstBet your firm doesn't provide valet parking, does it? Do you let clients "borrow" your firm's technology specialist to iron out their companies' computer glitches?...
January 01, 2004
Getting Something From Less Than NothingWith the help of FinancialCircuit, a company based in Campbell, California, that makes liability management software, broker/dealer LPL Financial has added an additional source of...
December 08, 2003
Charlemagne Relaunches Asian FundLONDON (HedgeWorld.com)--Charlemagne Capital (UK) Ltd. restructured and relaunched its emerging markets Asian fund with US$5 million last month. Formerly known as the Undervalued Assets Fund Asia,...
December 01, 2003
Putnam Investment Assets DeclineNov. 25, 2003 -- Putnam Investments, which has suffered investor defections recently amid the mutual fund trading scandal, saw its assets under management decline by...
December 01, 2003
The Total PictureJames Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...
November 24, 2003
IAM Appoints Head of CommunicationsLONDON (HedgeWorld.com)--International Asset Management hired Rebecca Donaldson as head of communications, a new position. Ms. Donaldson will coordinate the London-based fund of funds manager's efforts to...
November 04, 2003
Dow Jones Teams Up with Former Zurich Group to OffNEW YORK (HedgeWorld.com)--Dow Jones & Co. plans to start publishing hedge fund indexes in November, providing daily and monthly returns for five investment strategies, as...