Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Creative Planning Buys $530M RIA in Michigan
By Janet LevauxSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.
June 24, 2020
Mid-Cap Asset Manager of the Year: Wells Fargo Asset Management"We focus on companies that ... use their balance sheets in a productive manner," said portfolio manager Bryant VanCronkhite.
June 19, 2020
SEC Puts Brakes on Brothers' Crypto FraudTens of millions of dollars collected from investors ended up in their personal accounts and later were directed to themselves and others.
June 19, 2020
RBC Wealth Adds $2B Reps From Wells Fargo, UBS and Other FirmsThe firm is picking up advisors in New York, Pennsylvania, New Jersey, Virginia and Maryland.
June 10, 2020
Captrust Buys $1.6B Wealth FirmThe news comes a week after Captrust sold a minority interest to a private equity group.
May 27, 2020
LPL to Buy $2B Advisory Firm"Expect more of this" as acquirers capitalize on the shutdown, popular blogger Michael Kitces said.
May 27, 2020
Wirehouses, IBDs, Brokerage Firms Post Q1 ResultsFrom Ameriprise Financial to UBS, financial groups see cash balances swell during the first three months of 2020.
May 14, 2020
Goldman to Buy Folio FinancialWith this deal, Goldman "fills in the last piece" of its wealth management ecosystem, consultant Gavin Spitzner says.