Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
February 04, 2003
Allmerica Reports 4th Quarter Net IncomeNU Online News Service, Feb. 4, 11:10 a.m. -- Allmerica Financial Corp., Worcester , Mass., is reporting $15 million in net income for the ...
January 07, 2003
Old Mutual Names U.S. Managed Accounts DirectorNU Online News Service, Jan. 7, 3:46 p.m. -- The U.S. asset management unit of Old Mutual P.L.C., London, has hired George Vogel to ...
December 09, 2002
IPerform Shuffles Managers for FundTORONTO (HedgeWorld.com)--IPerformance Fund Inc. will reallocate assets within the iPerform Strategic Partners Hedge Fund, reducing money managed by Hillsdale Capital Management Inc. and adding to...
December 02, 2002
MONY Adds Short-Duration Bond FundNU Online News Service, Dec. 2, 8:31 a.m. -- The MONY Group Inc., Atlanta, says its Enterprise Group of Funds unit is starting a ...
December 02, 2002
Wells Fargo to Acquire Parts of Montgomery Asset MNov. 25, 2002 -- Wells Fargo & Co. (WFC) signed a definitive agreement to acquire parts of the institutional and retail investment management business of...
November 22, 2002
More Investing In Managed Accounts Despite Down Equity MarketNU Online News Service, Nov. 22 10:19 a.m. -- Financial Research Corp., Boston, today released a study that says that in spite of the ...
November 15, 2002
Getting Paid What You're WorthIt was less than three years ago when advisors' quarterly billing was climbing in line with exploding assets. Every time the market ticked up 10%, advisor revenues did the same. With the bulls raging, clients were so content with portfolio performance that very few called seeking broader financial planning advice.
November 04, 2002
Not All Separate Accounts Sites Are EqualA survey finds a wide variation in quality in Web
November 01, 2002
Part 4: Ranking the ManagersLooking for separate account management alternatives? Prima Capital, which provides research, due diligence, and manager evaluations and rankings, is worth considering. The Web-based service is...
October 07, 2002
Principal Renames Investment UnitNU Online News Service, Oct. 7, 3:37 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has renamed its asset-management business Principal Global ...