Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Old Mutual Names U.S. Managed Accounts Director
By Staff WriterNU Online News Service, Jan. 7, 3:46 p.m. -- The U.S. asset management unit of Old Mutual P.L.C., London, has hired George Vogel to ...
December 02, 2002
Wells Fargo to Acquire Parts of Montgomery Asset MNov. 25, 2002 -- Wells Fargo & Co. (WFC) signed a definitive agreement to acquire parts of the institutional and retail investment management business of...
November 22, 2002
More Investing In Managed Accounts Despite Down Equity MarketNU Online News Service, Nov. 22 10:19 a.m. -- Financial Research Corp., Boston, today released a study that says that in spite of the ...
November 15, 2002
Getting Paid What You're WorthIt was less than three years ago when advisors' quarterly billing was climbing in line with exploding assets. Every time the market ticked up 10%, advisor revenues did the same. With the bulls raging, clients were so content with portfolio performance that very few called seeking broader financial planning advice.
November 04, 2002
Not All Separate Accounts Sites Are EqualA survey finds a wide variation in quality in Web
November 01, 2002
Part 4: Ranking the ManagersLooking for separate account management alternatives? Prima Capital, which provides research, due diligence, and manager evaluations and rankings, is worth considering. The Web-based service is...
October 07, 2002
Principal Renames Investment UnitNU Online News Service, Oct. 7, 3:37 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has renamed its asset-management business Principal Global ...
October 01, 2002
Planners Who Switched, and WhySome advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....