Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Kitces.com Partners With Wealth Network on Advisor Education Project
By Jeff BermanDisruption tied to current pandemic "has led to a rapid increase in demand for [our] ... content," said blogger and planner Michael Kitces.
November 03, 2020
Eaton Vance Wealth Unit Wraps Up Purchase of $2.3B RIAThe news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
October 29, 2020
$475M UBS Team Jumps to RBC WealthThe Michigan-based group spent the past nine years at UBS and earlier was part of Merrill Lynch.
October 28, 2020
Raymond James Adds Advisors, but Private Client Profits FalterThe firm's latest earnings news comes about six weeks after it let go some 500 employees or roughly 4% of its workforce.
October 23, 2020
Wells Fargo Weighs Sale of Asset Management Arm; Restructures Wealth UnitThe news comes shortly after the bank announced it had cut hundreds of jobs, including advisors.
October 20, 2020
UBS Wealth Reports Dwindling Advisor Headcount, Asset Outflows in AmericasThe third-quarter results contrast with figures shared by rivals Merrill and Morgan Stanley.
October 15, 2020
Schwab Q3 Profits Drop 22% as Net New Assets FallThe firm reports diverging results for its RIA and DIY investor businesses a week after wrapping up the TD Ameritrade deal.
October 14, 2020
Billion-Dollar RIAs' Annual Growth Tops 9%: SchwabLarge firms are likelier than their peers to have written strategic and succession plans in place.