Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
How to Become a Top-Performing RIA: Schwab
By Bernice NapachHere are several key practices that the leading firms use more than others, according to a survey.
July 10, 2020
Mercer Buys $910M RIAThe deal means Mercer is now working with about $2 billion of assets in Colorado, where it is based.
July 08, 2020
Brookstone, FormulaFolios Merge to Form $6.5B RIAThe news comes a year after TAMP Brookstone sold a major stake to AmeriLife, which is now backed by Thomas H. Lee Partners.
July 02, 2020
Advisor Deal Activity Could Drop 20% This Year: EchelonThe latest transactions report from Echelon Partners projects the slowest year for RIA mergers and acquisitions since 2016.
July 02, 2020
$1.6B UBS Advisors Move to Wells Fargo FiNet: Recruiting RoundupMeanwhile, Stifel adds Wells Fargo reps with $540 million and a $935 million Merrill Lynch team.
July 01, 2020
ESG Shop Trillium Sold to Australia-Based FirmThe Boston-based firm has $3.8 billion in assets under advisement.
June 30, 2020
Creative Planning Buys $530M RIA in MichiganSeparately, RIA Mercer acquires a $330 million wealth firm in Southern California.
June 29, 2020
Why the Orion-Brinker Merger Is a Big DealThe deal makes Orion "substantially bigger overnight," said T3's Bruckenstein.