Turnkey Asset Management
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Q4 Earnings: Morgan Stanley Posts Loss, Reports Lower Asset Flows, FA Headcount
By Janet LevauxMorgan Stanley reported a loss from continuing operations of $227 million, or $0.14 per share, vs. net income of $871 million, or $0.44 per share, for the same period a year agotopping analysts forecasts.
January 13, 2012
Q4 Earnings: JPMorgan Profits Down 23%; Asset Management Off 40%In JPMorgan Chase's Q4 2011 earnings release, CEO Jamie Dimon highlighted the bank's loans to businesses and consumers rather than focus on poor trading conditions and lower revenues.
January 13, 2012
5 Top Tips for Pension Risk-ManagementA Mercer survey found a significant amount of concern among plan sponsors about their exposure to market risk, with 65% worried about the impact of future economic uncertainty and volatility.
January 10, 2012
6 Tips for Billing Clients on Held-Away AssetsIf youre advising on your clients held-away accounts, heres what you should consider
December 28, 2011
Six-Word Strategy: Catching Up with Jeff MontgomeryJust so were clear, AFAM stands for Al Frank Asset Management.
December 20, 2011
Raymond James Adds $425M-plus FAs From Merrill, UBS and Morgan StanleySeven advisors with more than $425 million in assets joined the employee channel of Raymond James in Virginia and Florida.
December 16, 2011
RIAs With $410M in AUM to Custody With Raymond JamesFour firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.
December 13, 2011
Envestnet Closes on Acquisition of FundQuestEnvestnet, headed by Judd Bergman, pays $24 million for FundQuest; $8 billion added to Envestnet platform. FundQuest CIO Clift to become chief investment strategist at Envestnet|PMC.