Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Pension funding ratios improve as liabilities drop
By Marlene Y. SatterA drop in liabilities has improved pension funding ratios for the second quarter of 2015.
July 02, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, UBSIn addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
June 25, 2015
AssetMark Acquires $1.75 Billion in Assets of Clark Capital’s TAMPThe deal will also add nearly 700 advisors and Clarks Personal UMA to AssetMark platform, bringing its total assets to $27 billion.
June 22, 2015
LPL Names New Head of Client ServicesThe news follows several other executive shifts at the independent broker-dealer.
June 21, 2015
The Diagnosis Is In: ‘Investor Hypochondria’The Investor Who Cried Risk could be the title of todays investor sentiment, Allianz Global Investors says.
June 18, 2015
New Hire Roundup: RBC Global Asset Management Adds 5Meanwhile, Northern Trust added a senior VP in New York and a Minnesota state president.
June 15, 2015
How advisors can protect their elder clients against financial fraudThese eleven important points about fraud will help you protect your elder clients and keep their assets safe.
June 08, 2015
Oil Price Drop Hitting Sovereign Funds: Invesco StudyNorth American sovereign wealth funds have been hardest hit by the steep drop in energy prices, the study found.