Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Which Firms Are Losing Advisors to UBS?
By Janet LevauxUBS recently added advisors with a total of $12.5 billion in assets and $29.6 million in yearly fees & commissions.
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.
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."