Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Smaller Asset Management Firms Can Have Big Brands
By Danielle AndrusJust ask PIMCO: smaller firms that punch above their weight can leverage their brand better than larger firms that have lost momentum, consultancy Landor says.
August 04, 2014
How an Advisor Can Outsource Money Management While Staying InvolvedManaging money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
August 01, 2014
RIAs’ ETF and Mutual Fund Assets Rose 12% in First HalfLong-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.
July 31, 2014
3 Reasons New ETF Could Boost China, Germany Investment TiesOne of mainland China's largest fund managers is looking to the West with an ETF based on Germanys DAX.
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…