Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
2019 Asset Manager Awards: Westchester Capital Management, Merger Strategy
By Janet Levaux | Ginger SzalaEnvestnet uncovers the portfolios that outperform in different environments.
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.
May 08, 2019
BNY Mellon Pershing CEO Steps Down, Replacement NamedThe appointment is made after 30-year veteran of BNY Mellon Pershing Lisa Dolly decides to change career paths.
April 25, 2019
Raymond James Names Private Client COO, Boosts ProfitsThe PCG reported higher profits and net revenues of $1.27 billion for the quarter ending March 31.