Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Whatever Happened to Gold?
By Joyce HansonAs events in Europe have roiled the U.S. markets over the last month, one usually precious element of the market talk has been missing: gold.
November 21, 2011
U.S., U.K. Pensions Fail to Manage Risk Well: StudyThey say acknowledging that you have a problem is half the battle, but corporate pensions in the United States and the United Kingdom appear to be losing.
November 18, 2011
Asset Management Will Face Greater Headwinds in 2012: McKinsey ReportThe U.S. asset management industrys apparent resilience has temporarily masked serious challenges related to costs, productivity and growth, according to a report by McKinsey & Co.
November 11, 2011
One Man’s Quest to Find an Indie RIA BuyerWhen Harry Rady flew to New York from San Diego recently, he was on a mission: to find an independent RIA that would buy him out.
November 11, 2011
Advisors Crave More Control Over Asset Management: Aite'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'
November 09, 2011
J.P. Morgan Asset Management Rethinks DC PlansIn a foray into the retirement marketplace, J.P. Morgan Asset Management has developed three core menus the let DC plan participants engage more actively with their plans.
November 04, 2011
Morgan Stanley Adds 3 Advisors From UBS With Nearly $1 BillionMorgan Stanley said Thursday it had recruited three UBS advisors in New Jersey and Georgia with nearly $1 billion in assets and more than $8 million in yearly fees and commissions.
October 31, 2011
BofA-Merrill Strikes Back, Snags Credit Suisse, Wells Advisors With $1.5BAfter losing a $1 billion team to Morgan Stanley, Merrill acts, then also hires 27 advisors for Merrill Edge.