Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
About the Advisor
By Bob KeaneBennett Marks Founder/President/CIO Marks Group Wealth Management 4350 Baker Road, Suite 245 Minnetonka, MN 55343 Phone: 952-582-6100 E-mail: [email protected] Web site: http://marksgroup.com/ Year firm founded: 2008 Number of advisors in firm: 4 (plus client...
January 22, 2010
Gen Re Expands In IrelandGR-NEAM, an SEC-registered asset management arm of General Re Corp., has established an insurance asset management subsidiary on the other side of the Atlantic.
January 21, 2010
Morgan Stanley Posts '09 Results; Revenue Up for 18,135 FAsThis news article originally appeared on ResearchMag.com on 1/20. Morgan Stanley says its Global Wealth Management group - which includes the operations of Smith Barney --...
January 19, 2010
Optimism ReturnsOptimism appears to be returning, albeit "cautiously," say advisors and clients, according to global asset manager and RIA services provider SEI Advisor Network.
January 06, 2010
Aviva Investors Acquires Road Asset ManagementA global asset management company has acquired a value-oriented U.S. equity management firm.
January 01, 2010
Cover Story: Reinvention TimeThe formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
December 01, 2009
Broker/Dealer NewsTo focus resources on its existing qualifying RIAs and attract additional, higher-level advisors, Raymond James Financial Services' Investment Advisors Division (RJFS-IAD) says it is raising...