Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
April 13, 2012
Wirehouse Shuffle Brings 4 Merrill, Morgan Teams to UBSThese recruited reps should move over with more than $1.6 billion in assets and $9.2 million in annual production.
April 13, 2012
JPMorgan, Wells Fargo Beat Views as Q1 Earnings Season Kicks OffThe finance sector on Friday launched the first-quarter 2012 earnings season with unexpectedly good results from JPMorgan Chase and Wells Fargo.
April 05, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset ManagementSanta Barbara's Jim Boothe says he looks for clean balance sheets, very strong cash flow and a commitment to dividends.
April 01, 2012
Crunching the NumbersSteve Pelletier is the president of Prudential Annuities, and knows better than anyone the unique challenges and opportunities that face the annuity market as it continues to be the driving force behind the entire life/health industry.
March 31, 2012
Crunching the NumbersSteve Pelletier is the president of Prudential Annuities, and knows better than anyone the unique challenges and opportunities that face the annuity market as it continues to be the driving force behind the entire life/health industry.
March 30, 2012
Morgan Stanley Grabs UBS Team; Loses Reps to Merrill, OthersThreat of credit downgrade shouldnt hurt its recruiting power, experts say
March 23, 2012
Cerulli Report: Managed Account Assets Hit $242.8 Billion in 2011Managed accounts enjoyed $242.8 billion in net flows in 2011, an increase of $20.3 billion from the 2010 total of $222.5 billion and $153 billion in 2009, the report says.
March 23, 2012
Cerulli Report: Managed Account Assets Hit $242.8 Billion in 2011Managed accounts enjoyed $242.8 billion in net flows in 2011, an increase of $20.3 billion from the 2010 total of $222.5 billion and $153 billion in 2009, the report says.
March 20, 2012
Baird Grabs 12 From Morgan, Wells Fargo, SchwabBaird on Tuesday announced the hiring of 12 advisors from Morgan Stanley, Wells Fargo and Schwab with about $1.8 billion in combined AUM and about $10.4 million in yearly fees and commissions.
March 18, 2012
Yorkville Shares New MLP Performance Benchmarks, StatisticsAll MLP sectors have outperformed the S&P 500 on a total return basis over the past five years, with low beta.