Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wells Fargo to Acquire Parts of Montgomery Asset M
By Staff WriterNov. 25, 2002 -- Wells Fargo & Co. (WFC) signed a definitive agreement to acquire parts of the institutional and retail investment management business of...
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....
October 01, 2002
Consult, Find a Niche, and SucceedIf you haven't noticed, a number of reports have been released over the past few months providing a snapshot of the registered investment advisory and...
September 17, 2002
CFTC Alleges Fraud by Lofgren and MelroseWASHINGTON (HedgeWorld.com)--The Commodity Futures Trading Commission brought an action in federal court against a commodity pool operator and its chief executive, alleging the misappropriation of...
September 10, 2002
Analysts: 401(k) Providers Must Appeal To ParticipantsNU Online News Service, Sept. 10, 5:35 p.m. -- Life insurers that want to increase 401(k) plan services profits will have to try to ...