Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
In the Advisory Space, Bigger Is Better for Growing Market Share
By Bernice NapachA new Cerulli report shows that the biggest firms keep gobbling up a bigger share of assets.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 06, 2019
5 Asset Management Predictions for the Next 7 YearsA new survey asked global asset managers about their expectations for financial performance and well-being across the sector.
February 04, 2019
Women, Minorities Make Up Only a Sliver of Asset Management Firm Owners: StudyNew research shows that funds owned by women and minorities often have top-quartile returns.
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.