Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Raymond James Wrestling With Subscription Model
By Janet LevauxCEO Paul Reilly says that robo-advice "is table stakes" and ponders how the firm could raise its game.
June 27, 2019
2019 Asset Manager Awards: Copeland Capital Management, Small Cap Dividend Growth StrategyEnvestnet uncovers the portfolios that outperform in different environments.
June 27, 2019
New Channels, Locations for IBDsMeanwhile, Bank of America Merrill Lynch is rolling out a new hybrid-advice program.
June 27, 2019
2019 Asset Manager Awards: Frontier Asset Management, Fund Strategist ModelEnvestnet uncovers the portfolios that outperform in different environments.
June 24, 2019
Merrill Advisors Leave for Janney, AmeripriseThe advisors and teams had a combined $772 million in assets under management.
May 28, 2019
Roundup: Advisor Group Has New Owner; Firms' Q1 2019 ResultsRecruiting and deal-making continues, though financial performance has been mixed.
May 08, 2019
Carson Group Goes All In on New Tech, Other AppsThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.