Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Morgan Stanley CEO: Zero Commissions Won't Hurt Advisory Fees
By Janet Levaux"The advice pricing holds up as long as clients are getting value," CEO James Gorman said.
October 10, 2019
RIA Captrust Adds $1.5B Boston Advisors' GroupThe deal comes less than two months after the purchase of South Texas Money Management, which has assets of $3.7 billion.
September 24, 2019
The RIA Business Is Changing in a Big WaySEC-registered advisory firms just reported a 26% jump in clients to 43 million, boosted partly by digital advice.
September 19, 2019
Keel Point Locks Onto Organic GrowthThe wealth management firm is "not driven to just grow for the sake of growing," an exec tells ThinkAdvisor.
September 19, 2019
RBC, Merrill Tap New Execs: Recruiting RoundupMeanwhile, Wells Fargo FiNet says it has added more than 87 advisors with $11.5 billion of client assets this year.
September 12, 2019
How the RIA Business Is Changing, in 4 ChartsMore firms and employees, but also more assets, are concentrated among fewer firms.
August 27, 2019
Indie Wirehouse Firms Post Q2 2019 ResultsPerformance in the most recent quarter included generally positive momentum, though some firms continue to struggle in recruiting, retention and profits.
August 22, 2019
Captrust Buying $3.7B South Texas GroupThe Texas firm's founder died of cancer in April.