Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wealth Units at Raymond James, Ameriprise & UBS Boost Profits: Q2 Earnings
By Janet LevauxOnly one of the three firms, though, reported rising advisor headcount from both the prior year and the earlier quarter.
July 15, 2019
Ritholtz Relaunches Digital Service at Betterment for AdvisorsThe service has no minimums and charges 50 basis points, which will be evenly split between the two firms.
July 15, 2019
Schwab Aims to Buy USAA Brokerage Business: ReportCharles Schwab is said to be offering about $2 billion for the unit.
July 12, 2019
Raymond James Wrestling With Subscription ModelCEO 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: Trillium Asset Management, All Cap Core StrategyEnvestnet uncovers the portfolios that outperform in different environments.
June 27, 2019
2019 Asset Manager Awards: Westchester Capital Management, Merger StrategyEnvestnet uncovers the portfolios that outperform in different environments.
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.