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 Cutting Dozens of Staff in Wealth-Management Revamp
By Emily Chasan and Sonali BasakThe developments are taking place after the business reported a withdrawal of assets by clients in the latest quarter.
July 19, 2018
Bigger Is Better, but More Complicated, for RIAs: CerulliBeyond the $1 billion asset threshold, RIAs require an "entirely new set of competencies to remain competitive," Cerulli says.
July 12, 2018
Here's the Key to Attracting New Clients: SchwabFirms that use this strategy win 26% more new clients than those that don't, Jonathan Beatty tells ThinkAdvisor.
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 10, 2018
Goldman Leans on Dealmakers for Wealth Management AmbitionsBank seeks $5 billion in new revenue over the next three years; the firm now has a mere 2% of the ultra-high net worth market.
June 28, 2018
Highlights From the 2018 Asset Manager of the Year AwardsInvestment Advisor and its partner Envestnet | PMC honored a group of stellar portfolio managers and advisors at the Envestnet Advisor Summit held in May in New Orleans.
June 28, 2018
Asset Manager of the Year Todd Gervasini on Finding 'Pockets of Inefficiencies'The Wakefield Large Cap Equity Strategy relies on team members who "think the Wakefield way and not the typical Wall Street way."
June 22, 2018
Investors Demand Nestle, Pepsi and Others Cut Plastic UseHermes Investment Management, Impax Asset Management, NEI Investments and Walden Asset Management are among a $1 trillion-in-assets group demanding change.