Turnkey Asset Management
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FSOC Targets Asset Management Firms as 'Systemically Important'
By Melanie WaddellAsset management firms look to be next on the Financial Stability Oversight Councils list to be considered systemically important financial institutions (SIFIs).
September 03, 2013
Fed’s actions negatively impact Asian fundsIn June, long-term Asian mutual funds under management dipped to $2.108 trillion from $2.156 trillion, a 2.2 percent decline.
August 27, 2013
Morgan Stanley Adds 9 Reps From RivalsThe new advisors bring about $10 million in yearly fees and commission, as well as more than $1.8 billion in total client assets.
August 27, 2013
13 Best & Worst Broker-Dealers: Q2 Earnings, 2013Some large organizations kept up their momentum, while smaller BDs showed both weaker than expected and surprisingly strong results.
August 26, 2013
Wirehouse Wealth Results Strong in Q2Bank of America said its second-quarter net income rose 63% to $4.0 billion, or $0.32 per share, from $2.5 billion, or $0.19 per share, a year ago, while…
August 26, 2013
6 Years Post Independence, Rethinking the Value of Financial PlanningThe clients I've lost have one thing in common: they were asset management-only clients. Thats led me to reconsider who I choose as clients.
August 22, 2013
Raymond James Sees 34% Jump in July AUMMeanwhile, Charles Schwab reports $8.8 billion in net new assets for the month.
August 15, 2013
New Hire Roundup: Pensionmark Adds San Diego OfficeThis week in new hires, Pensionmark added a San Diego office to its advisor support program and Susan Dulde was named manager of operations at Next Generation Wealth Management.