Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Fee-Based Accounts Contribute to Steep Revenue Growth: Study
By John SullivanThe results find that fee-based advisors grew 47% over three years.
August 15, 2012
Stock market rebound means Obama will be re-elected, says funds giantTrevor Greetham, asset allocation director at fund management firm Fidelity, notes that a dip in the economy between now and the election could have the opposite effect and prove beneficial for Mitt Romney.
August 10, 2012
Swiss Bank Baer Seen Close to Deal for Merrill Non-U.S. Wealth UnitsSwiss money manager Julius Baer Group was reported to be close to a deal to buy the units that could be announced as early as Monday.
August 03, 2012
Harris, M&I Banks Merge Broker-DealersThe BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.
August 02, 2012
Citi Adds 3 Advisors, $750M to Private WealthThe news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.
August 01, 2012
Mercer Brings Its Research to Focus FinancialThe deal allows Focus Financials partner firms to tap the expertise of Mercer, one of the worlds largest investment and human resources consulting firms.
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).
July 25, 2012
ByAllAccounts: Most Advisors Base Client Selection on Investable AssetsThe report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospects life stage or geographic location (40%), occupation (20%) or age (18%).