Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
United Capital's FinLife Platform Hits $22.5B
By Janet Levaux"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 01, 2019
IFP Gets Thumbs-Up to Launch BDThe breakaway RIA hope to move over 500 advisors to the platform it is building with Pershing from LPL Financial.
February 01, 2019
Arnold Lays Out 'Large Agenda' for LPL's Service ModelQ4 revenue missed expectations and affiliated advisor headcount dropped from Q3, but CEO Dan Arnold says the firm has a plan.
January 25, 2019
UBS Wealth Said to Plan Bonus Cuts of Up to 20%The banks is expected to tamp down expectations in Asia and Europe; volatile markets pushed rich investors to the sidelines.
January 23, 2019
Raymond James to Buy Investment Bank With Wealth, Asset FocusThe bank, Silver Lane Advisors, will give Raymond James nearly 50 bankers working in the financial services space, including RIA mergers.
January 10, 2019
These Financial Firms Are Cutting Jobs Amid 2019 Market TurmoilIn addition to BlackRock, State Street, Morgan Stanley and some non-US firms are laying off employees.
January 08, 2019
Atria to Buy BD Next FinancialThe purchase could bring Atria a network of over 1,900 independent advisors with about $65 billion in total assets.
January 02, 2019
Focus Financial Partners Maintaining Aggressive M&A PaceBoston-based Colony Group, which has over $6 billion in assets, is buying Aurora, which has roughly $400 million.