Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Manulife appoints UBS’s Kai Sotorp to oversee $273B
By Craig Giammona and Katia DmitrievaManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 14, 2014
Financial Planning or Asset Management? Clients Need BothWhy the AUM fees versus flat fees debate is resonating with advisors and why it all may just be moot.
May 14, 2014
Morgan Stanley Names New Head of Private WealthEric Benedict will now lead more than 350 advisors serving ultra-high-net-worth clients.
May 14, 2014
New Hire Roundup: LPL President Moore Elected to FSI BoardAlso, DoubleLine adds four and AssetMark names Natalie Wolfsen chief commercialization officer.
May 08, 2014
Roz Chast: Caregiver litThe New Yorker cartoonist is getting attention with a graphic memoir about life with aging parents.
May 06, 2014
UBS Profits Rise 7% on Strong Wealth Results: Q1 EarningsUBS advisors in the Americas have average yearly fees and commissions of $1.04 million.
May 05, 2014
Funded Ratio of U.S. Pension Plans Eroded Further in AprilMercer reported Monday that the funding levels of pension plans sponsored by S&P 1500 companies fell by 1% in April to 84%.
April 29, 2014
Ameriprise Wealth Unit Boost Profits 39%: Q1 EarningsAverage fees and commissions per advisor top $450,000, up 15% from a year ago.