Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
MassMutual seeks asset-management deals ‘constantly,’ CEO says
By Katherine ChiglinskyMassachusetts Mutual Life Insurance Co. Chief Executive Officer Roger Crandall has been reshaping the Springfield, Massachusetts-based insurer.
September 01, 2016
Risk Is Not a NumberInvesting in todays markets can be volatile. How can we quantify, measure and protect against risks and importantly, what opportunities does risk present?
August 22, 2016
What's Keeping BD Execs Up at NightThe wirehouse firms report more than earnings each quarter.
August 22, 2016
Pfizer beats out Sanofi to take Medivation for $14 billionThe deal includes experimental drugs for breast cancer and lymphoma.
August 19, 2016
12 Best & Worst Broker-Dealers: Q2 Earnings, 2016Like in Q1, profits for financial firms generally moved in the same direction, with one exception.
August 10, 2016
Recruiting Roundup: Raymond James, Cetera Add GroupsMeanwhile, two RIAs merge to form group with $13 billion in client assets.
August 09, 2016
Stifel’s Profits Crash in Q2 Despite Wealth Growth; Ladenburg Results WeakenStifel Financial is getting rid of the indie reps it bought from Sterne Agee, but holding on to the ex-Barclays reps.
July 29, 2016
How to Comply — and Why — With SEC Rules on Regulatory AUMWhether you call yourself a financial planner or investment manager, pay close attention to the SECs instructions (and enforcement actions) on counting regulatory AUM.