Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
For Wealth Managers, M&As Surge to New Record in 2019
By Bernice NapachThe same forces that drove M&A activity in 2019 are expected to prevail this year, according to Fidelity.
December 10, 2019
Carr Named Chief Advisory Officer of WMS PartnersThe former PNC exec is set to head up team of 30 financial professionals serving the Baltimore wealth market.
December 06, 2019
Fund With Bitcoin Futures Strategy Preps for LaunchThe fund expects to value its Bitcoin futures holdings at daily settlement prices reflected on a CFTC-registered futures exchange, said SEC's Blass.
December 03, 2019
This Boot Camp Whips Couples' Money Management Skills Into ShapeRichard Davey co-founded an online program to help young couples deal with the "touchy stuff."
November 21, 2019
Schwab to Buy TD Ameritrade for $26B: ReportThe move comes amid pressure on revenues caused by October's race to zero commissions.
November 19, 2019
Creative Planning Acquires Its Third FirmMore acquisitions are on the way around year-end, according to CEO Peter Mallouk.
November 06, 2019
Goldman Exec to Lead United Capital's FinLifeWith the hand-off in ownership, United Cap also is adding access to Goldman Sachs' products and changing its FinLife pricing.
October 23, 2019
UBS to Expand Lineup of No-Fee SMAsPlus, the firm is opening its asset management platform to outside vendors to better align its offerings with SEC Reg BI.