Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Schwab to Buy TD Ameritrade for $26B: Report
By Janet LevauxThe move comes amid pressure on revenues caused by October's race to zero commissions.
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.
October 22, 2019
12 Top US Wealth Management FirmsAite Group finds many of the biggest financial services firms boosting their wealth management capabilities.
October 17, 2019
Morgan Stanley CEO: Zero Commissions Won't Hurt Advisory Fees"The advice pricing holds up as long as clients are getting value," CEO James Gorman said.
October 16, 2019
Merrill Takes Comp Changes 'Off the Table'The growth grid that was rolled out about two years ago is staying around as is, a senior executive says.
October 11, 2019
M&A Deals for RIAs, IBDs Up 43% From a Year Ago: FidelityThe number of deals and size of assets through Sept. 30 already exceed the totals for all of last year.
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.