Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
UBS Wealth to Make Biggest Tech Overhaul Since Paine Webber
By Sonali Basak and Lananh NguyenThe wirehouse is working with Broadridge to revamp back-office functions and streamline management of multiple accounts for ultra-wealthy clients.
October 15, 2018
Fidelity Rolls Out Crypto Trading and Custody FirmFidelity Digital Assets is aimed at institutional investors looking for a big-name platform provider.
October 12, 2018
Wells Fargo Posts Good News, Bad News: Q3 EarningsThe bank and its wealth unit improved profits, but WFA has lost over 1,000 reps since the fake-accounts scandal began.
October 01, 2018
United Capital's FinLife Partners Passes Growth MilestoneThe white-label platform also announced a new integration with Redtail.
September 28, 2018
Loring Ward Merging With Focus Financial-Backed Buckingham for $235MThe combined firm should work with 300-plus RIAs and have a combined $30 billion in assets under management.
September 27, 2018
RIAs Grow in Numbers and AUMThe number of firms and their level of assets under management continue to climb, the latest IAA and NRS report finds.
September 19, 2018
When Clients Push Back on Pricing: 5 Strategies for AdvisorsYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.
September 17, 2018
Senators Unveil Bill Requiring Corporate Disclosure of Climate Change RisksThe Climate Risk Disclosure Act was introduced by Sen. Elizabeth Warren and co-sponsored by seven other Democratic senators.