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 Strikes Its Biggest RIA Deal Ever
By Ginger SzalaIn its eighth acquisition of the year, the Overland Park, Kansas-based firm more than doubles its asset footprint in Atlanta.
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.
July 28, 2020
How to Become a Top-Performing RIA: SchwabHere are several key practices that the leading firms use more than others, according to a survey.
July 20, 2020
What to Make of Schwab's Mixed Q2 ResultsEquity analysts weigh in on the company, its purchase of TD Ameritrade and more, ahead of its investor call.
July 15, 2020
RIA M&A Activity Recovered in June Despite Pandemic: FidelityWill the momentum continue or slow down to the more sluggish pace in early Q2?