Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Loring Ward Merging With Focus Financial-Backed Buckingham for $235M
By Janet LevauxThe combined firm should work with 300-plus RIAs and have a combined $30 billion in assets under management.
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.
September 12, 2018
Vanguard Names Its First Risk ChiefThe $5 trillion asset manager taps the head of its Equity Index Group, Joseph P. Brennan.
September 06, 2018
Optimal Asset Management Adds Direct Indexing Service for AdvisorsThe SMA uses fractional shares to make customization of index investing possible.
August 29, 2018
Raymond James Names New ExecThe news comes two months after Scott Curtis was named head of the firm's Private Client Group, which has over 7,700 advisors.
August 28, 2018
Morgan Creek and Bitwise Partner to Launch Crypto Index FundThe Digital Asset Index Fund will provide broad-based digital asset exposure to institutional investors.
August 17, 2018
$1.5 Trillion in Corporate Cash Is Coming to AmericaBlackRock, JPMorgan Chase and Fidelity Investments are among asset managers racing to create new strategies for clients who want to repatriate funds.
August 08, 2018
Merrill vs. Morgan Stanley: Q2 ResultsHere's how the two biggest Wall Street firms are doing in terms of advisor headcount, production, assets and more.