Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Baird Buying Hilliard Lyons and Its 380 Advisors
By Janet LevauxThe deal could result in a firm with nearly 1,300 financial advisors and some $250 billion in client assets.
November 07, 2018
Victory Capital to Acquire USAA Asset ManagementThe unit includes USAA's mutual fund and ETF businesses.
November 07, 2018
Wells Fargo's Wealth Chief to RetireThe news comes two months after a report of gender-bias complaints at a business he leads.
November 06, 2018
Royal Alliance Completes Acquisition of Signator InvestorsWith the acquisition, Royal Alliance gains 1,860 advisors.
November 01, 2018
Expect Fewer Recessions but Weaker Recoveries: J.P. MorganJ.P. Morgan released its 2019 Long-Term Capital Market Assumptions, which explore the changing nature of recessions and recoveries.
October 31, 2018
UBS on Hunt for Asset Management DealsAs the firm aims to boost scale, its likely targets may include U.S. and U.K. asset managers focused on retail clients and specialized asset managers in areas such as real estate, sources say.
October 26, 2018
4 Years After Its Acquisition, How Is Nuveen Doing?Since TIAA acquired the asset manager, Nuveen has made a number of changes.
October 26, 2018
Mutual Fund Fees to Fall Nearly 20% by 2025: PwCAUM will continue to rise, the consultancy reports.