Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
How an Advisor Can Outsource Money Management While Staying Involved
By Mike PattonManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
July 31, 2014
UBS Profits Up Despite Regulatory Fines: Q2 EarningsUBS profit beat estimates despite muted client activity and charges resulting from litigation and regulatory matters.
July 31, 2014
New Hire Roundup: Altegris Names Murphy Deputy CIOAlso in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
July 29, 2014
Ameriprise Profits Up 24% on Wealth, Asset Management: Q2 EarningsAmeriprise Financial reported a second quarter 2014 net income of $374 million, up 24% from a year ago.
July 28, 2014
Baird Wraps Up MergerMilwaukee-based Baird says it has completed its purchase of McAdams Wright Ragen, adding 85 advisors with some $10 billion in client assets and seven offices…
July 21, 2014
Allianz Backs 'Legend' Bill Gross as PIMCO Total Return LagsWe want Bill Gross to work as CIO for as long as he is willing and able, says Allianz board member Jay Ralph.
July 17, 2014
Morgan Stanley Wealth Earnings Up, but Merrill Stays Ahead in Q2Despite Gormans push, the Morgan unit still has room for improvement on some fronts compared to its main rival, Merrill.
July 17, 2014
U.S. stocks fluctuate as Microsoft gain offsets Russia sanctionsThe S&P 500 Index fell 0.1 percent to 1,979.21 at 10 a.m. in New York, trimming an earlier drop of 0.4 percent.