Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
The Client Comes First
By Staff WriterBet 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?...
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...
November 04, 2003
BluMont Shuffles Strategic Partners Hedge FundTORONTO (HedgeWorld.com)--Officials for the BluMont Strategic Partners Hedge Fund added two hedge fund managers to the fund's multi-manager portfolio, eliminated one and reduced the allocation...
November 04, 2003
Thrivent Markets Mutual Fund Wrap ProgramNU Online News Service, Nov. 4, 2003, 11:04 a.m. EST -- The investment management arm of Thrivent Financial for Lutherans, Minneapolis, has started marketing ...
November 03, 2003
Principal Earns More On Asset Management, Less On Mortgage BankingNU Online News Service, Nov. 3, 2003, 5:31 p.m. EST -- Principal Financial Group Inc., Des Moines, Iowa, says solid results at its life ...