Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Capital Innovations’ ‘Wonderfully Boring’ Strategy
By John SullivanMichael Underhill, who spoke at Schwab Impact in Chicago, tells the stark truth to clients looking for 10% returns, its not the 1990s anymore.
November 07, 2012
Barclays Recruits 18 Advisors; Morgan Stanley Adds 1; LPL Group Brings on Wells TeamThe new Barclays advisors come from many wirehouse and other firms with close to $40 million in yearly fees and commissions, as well as about $9.4 billion in assets.
October 31, 2012
New Hire Roundup: Wedbush Private Client Services Group Adds WrightAlso this week in new hires, Lance Losey and Mary Welk joined Ascent Private Capital Management and Michael Millman joined The Private Client Reserve in San Francisco.
October 22, 2012
Treasury to sell off AIG stake this year?AIG CEO Robert Benmosche says a window will open when the Treasurys lockup ends in November.
October 17, 2012
BofA Earnings Beats Estimates, but Advisors’ Sales SlowAs bank sees plunge in profits from last year's Q3, the number of Merrill Lynch advisors drops by one from the previous quarter to 17,533.
October 17, 2012
RBS Leaves U.K. Asset Protection PlanRoyal Bank of Scotland Group has paid 2.5 billion pounds ($4 billion) to the British government to insure its riskiest assets and agreed to exit the Asset Protection Scheme.
October 16, 2012
Baird Grabs 7 Reps With $970M as Janney Adds New ManagerThe new Baird reps join from Morgan Stanley, Citi and other firms.
October 11, 2012
PIMCO’s Total Return ETF Races to Record $3 Billion in AssetsThe fund run by legendary bond manager Bill Gross is among the 10 top-selling ETFs this year.