Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
LPL Financial Boosts FAs, Sales
By Janet LevauxLPL Financial said its first-quarter net income was $41.2 million, or $0.37 per share, down $7.8 million compared with net income of $49.0 million, or $0.43 per share, from a year earlier.
May 17, 2012
3 Steps for Adequately Insuring HNW Clients’ Art CollectionsDont scream if your high-net-worth clients' fine art collections are underinsured; manage and maintain coverage by following these steps.
May 16, 2012
Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB TeamMeanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.
May 14, 2012
London Whale Steers Clear of J.P. Morgan Asset ManagementTrader Bruno Iksils losses dont appear to have hurt the fund business at J.P. Morgan Asset Management.
May 14, 2012
The Proper Path to Integrated Wealth Management, Pt. 1: TrustsThe value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.
May 09, 2012
New Hire Roundup: Atlanta Capital Group Adds TwoThis week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
May 08, 2012
Morgan Stanley Grabs Three Teams, Loses 1 AdvisorMorgan Stanley Smith Barney adds two traditional advisor teams and an institutional-consulting group, as one of its advisors departs for Raymond James.
May 01, 2012
Mohamed El-Erian: The 2012 IA 25 Extended ProfileWithin the first minute of meeting Mohamed El-Erian, you understand why his company, PIMCO, and the man, is so successful.