Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
O-Strip Gets the Hook
By Staff WriterProduct deletions have been rare in the world of exchange-traded funds (ETFs), thanks to the industry's incredible growth in both new products and investor assets...
September 01, 2006
Extending the DefinitionWhen viewing your clients' plans, do you include helping them manage their careers? Michael Haubrich thinks you should. When developing a comprehensive financial plan for...
August 04, 2006
Munder Managers and Partners Buy FirmLed by senior management and portfolio managers, Birmingham, Michigan-based Munder Capital Management will team up with Crestview Partners, L.P., and Grail Partners, LLC, to pay Comerica $302 million plus Munder's stake in World Asset Management, for Comerica's 90% interest in Munder Capital Management.
July 01, 2006
Reviewing the SituationWhen advisors devise financial plans for their clients, there's plenty of work done on the asset management side. When it comes to asset protection, however,...
July 01, 2006
Facilitating Wealth ManagementIf the number of advisors practicing wealth management is growing, so is the number of companies looking to help them practice it successfully. With that...
June 09, 2006
Growth and TaxesThe Senate's failure on June 8 to approve a permanent repeal of the federal estate tax would not sit well with former Senator Bob Dole, the Kansas Republican who ran for President in 1996.
June 01, 2006
T. Rowe Price Expands Its Advisor-Class LineupHoping to boost sales by advisors of its popular no-load global stock fund, T. Rowe Price has added the fund to its list of Advisor...
May 26, 2006
Separate Accounts Biz Brisk at SchwabSeparately managed accounts (SMAs) are growing fast at Charles Schwab as fee-based advisors seek to outsource money management for clients and concentrate on other aspects of wealth management, such as tax or estate planning.