Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Morgan Stanley Posts Results
By Janet LevauxMorgan Stanley has reported income for the quarter ending February 29, 2008, of $1.6 billion, down from $2.3 billion a year earlier. Net revenues were...
April 01, 2008
About the AdvisorDr. Walter V. Gerasimowicz Chairman and CEO Meditron Asset Management, LLC 641 Lexington Avenue, Suite 1400 New York, NY 10022 Phone: 212-622-7822 Fax: 212-622-7823 E-mail: [email protected] Web site: www.meditronassetmanagement.com Additional offices: Zurich, Switzerland, and...
April 01, 2008
Wealth2K's David Macchia Speaks with DWS Scudder's Phillip HenslerDavid Macchia: Philipp, I know my readers will be very much interested in knowing about you on a personal level, and perhaps about things that...
March 01, 2008
About the PlannerIan Yankwitt President Tortoise Investment Management, LLC White Plains, New York Telephone: 914-686-0024 E-mail: [email protected] Year firm founded: 2004 Number of clients: 70-75 Assets under management: $109 million Compensation: Fee-only (1.25% on the first...
February 22, 2008
AUM In Managed Accounts Grew 20% In 2007: MMIAssets under management in managed accounts reached $1.49 trillion at the end of 2007, the Money Management Institute reports.The total represents a 20.1% increase over ...
February 08, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...
February 07, 2008
Phoenix Hopes To Spin Off Phoenix Investment PartnersAn insurer wants to spin off its asset management arm.Phoenix Companies Inc., Hartford, says it plans to distribute the stock of Phoenix Investment Partners to ...