Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Orion and Brinker Capital to Form $40 Billion Firm
By Janet LevauxThe two companies' CEOs told ThinkAdvisor how the deal to create the huge TAMP came together.
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.
May 06, 2020
Franklin Templeton Buys Digital Wealth Platform AdvisorEngineThe deal comes less than three months after Franklin acquired asset manager Legg Mason for $4.5 billion.
April 29, 2020
Raymond James' Profits Fall 35% on COVID-19 IssuesPrivate client pretax income, though, rose 29% in the period ending March 31.