Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
September 23, 2009
Hennessy Completes SPARX Deal; Gains $74 Mil. in AssetsHennessy Advisors now manages the SPARX Funds, which have been renamed the Hennessy Select SPARX Japan Fund and Hennessy Select SPARX Japan Smaller Companies Fund.
September 08, 2009
The Drip Marketing ApproachAs my business grows, I have come to recognize that I need an efficient way to "drip" or keep my name in front of clients...
September 01, 2009
Morgan Stanley Smith Barney: New ETF Policy, 2Q'09 ResultsMorgan Stanley Smith Barney says it is placing certain restrictions on the sale of leveraged, inverse and leveraged-inverse exchange-traded funds (or ETFs) in response to...
August 27, 2009
Agency Lowers MassMutual ScoreStandard and Poor's Ratings Services has lowered its ratings on Massachusetts Mutual Life Insurance Co. and its affiliates.
August 26, 2009
Claymore to Be AcquiredGuggenheim Partners and Claymore Group say they have entered into a merger agreement. As part of the transaction, Claymore Group and its associated entities...
August 24, 2009
For The Petite AccountAdvisors can use a new program from a MetLife Inc. unit to keep the business of low-asset mutual fund investors.
August 06, 2009
Fund Complex To StreamlineThe boards of the funds at Transamerica Asset Management Group have agreed to realign the funds.
August 01, 2009
Vanguard's Wellington Fund CelebratesThe Vanguard Wellington Fund (VWELX), which now has about $40 billion in assets, has turned 80. "The Wellington Fund is a compelling case for the...
August 01, 2009
The High Cost of Going BankruptWho: Martha Solinger, Co-General Counsel, Lehman Brothers Holdings Where: Bombay Palace, 30 West 52nd Street, New York When: June 25, 2009 On the Menu: Chicken curry and financial...