Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Asset Management Firm, Exec Accused of 'Cherry-Picking' Trades
By Jeff BermanSchwab kicked them off the platform for favoring certain accounts, the SEC says.
September 01, 2020
Creative Planning Strikes Its Biggest RIA Deal EverIn its eighth acquisition of the year, the Overland Park, Kansas-based firm more than doubles its asset footprint in Atlanta.
August 26, 2020
The Broker-Dealers of 2020: The Runners UpThe leaders of six independent broker-dealers share how they've adjusted staff and advisor service during the pandemic.
August 24, 2020
Unlike Rivals, Wells Fargo Is Starting Job Cuts: ReportThe bank plans to shrink its headcount via "attrition, the elimination of open roles and job displacements," a spokesperson told Bloomberg.
August 20, 2020
Fidelity Partners With Amazon on Quantum Computing: Tech RoundupAlso, AssetMark launches eService Team to help advisors.
August 18, 2020
Creative Planning Extends Its Buying SpreeThe firm has just purchased its seventh RIA for the year, this time in Indiana.
August 11, 2020
Creative Planning Scoops Up $600M RIA in CincinnatiThe news comes on the heels of its purchase of Thun Financial Advisors, a $600 million group in Madison, Wisconsin.
