Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
4 reasons to use a trust to preserve assets
By Melanie WaddellWealthy families far below the estate tax threshold are increasingly using trusts to protect, manage and grow assets.
August 25, 2014
American Century Exec NamedAmerican Century Investments tapped Glen Casey, formerly with Goldman Sachs, as senior vice president and global head of products early Monday.The fund…
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
August 11, 2014
Smaller Asset Management Firms Can Have Big BrandsJust ask PIMCO: smaller firms that punch above their weight can leverage their brand better than larger firms that have lost momentum, consultancy Landor says.
August 11, 2014
American Century Hires Former Goldman Exec as Global Products ChiefThe Kansas City, Missouri-based fund family taps Glen Casey to expand products and sales.
August 06, 2014
PIMCO Outflows Slow, Firm Hires ‘Distressed Credit’ ManagerThe level of pain at the flagship Total Return fund is down, but a rival fund continues to shine.
August 04, 2014
How an Advisor Can Outsource Money Management While Staying InvolvedManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
August 01, 2014
RIAs’ ETF and Mutual Fund Assets Rose 12% in First HalfLong-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.