Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
New Hire Roundup: Murphy, Fredrickson Move Up at SEC
By Marlene Y. SatterMeanwhile, Arbor Point Advisors added Jeffrey Schmaltz and Justin Neuberg joined Convergence Investment Partners.
February 13, 2014
Asset management boosts Manulife profit 20%Net income climbed to CDN$1.3 billion ($1.2 billion), up from CDN$1.08 billion a year earlier.
February 12, 2014
5 Messy Financial Firm Breakups—and One Keeping MumSometimes being No. 2, or even No. 1, doesn't guarantee a future with the company.
February 10, 2014
Baird Grabs Wells Fargo Team as FSC Adds Morgan Stanley RepsThe wirehouse groups join an employee-owned firm and an IBD with about $215 million and $300 million in client assets, respectively.
February 05, 2014
Ameriprise Advisors Boost Fees 11% in 2013The company plans a new ad with Tommy Lee Jones to run during the Sochi Olympics.
February 05, 2014
New Hire Roundup: OppenheimerFunds Makes Personnel ChangesAlso in new hires, Snowden Capital Advisors adds a new vice president and controller while BrightScope has hired a new VP of data solutions.
February 04, 2014
UBS Turns Profits Around, Beats EstimatesUBS says its advisors in the Americas have yearly fees & commissions of $1 million on average.
February 03, 2014
IBDs Dominate Long-Term Mutual Fund AUMRIAs take second place, and both channels saw tremendous asset growth in long-term mutual funds and ETFs in 2013, according to Broadridge.