Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wells Fargo Ends Mandatory Arbitration for Sexual Harassment Claims
By Janet LevauxA shareholder group raised the issue late last year, after Ken Fisher's crude remarks about women.
January 29, 2020
Which Firms Are Losing Advisors to UBS?UBS recently added advisors with a total of $12.5 billion in assets and $29.6 million in yearly fees & commissions.
January 29, 2020
5 Ways to Bring More Women Into Asset ManagementA new book offers insights into why the industry needs more female participation and how to make that a reality.
January 24, 2020
Morgan Stanley Rolls Out New Mobile Banking ProgramSeparately, the wirehouse reported that it ended 2019 with 15,468 financial advisors and $2.7 trillion in client assets.
January 15, 2020
Repeat Buyers Led 2019 M&A Charge in 2019: TD AmeritradeRIA deals surged 60% from 2018, a new study finds.
January 14, 2020
For Wealth Managers, M&As Surge to New Record in 2019The same forces that drove M&A activity in 2019 are expected to prevail this year, according to Fidelity.
January 06, 2020
Janney Added 32 Advisors From Wells Fargo, Merrill and Morgan Stanley in 2019With the wirehouse advisors and 12 other veteran reps, it added some $3.4 billion in assets to its Private Client Group.
December 13, 2019
RIA M&As Keep on Chugging: FidelityThe November total is flat from a year ago, but the number of RIA deals is up 36% year to date, Fidelity says.