Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Bigger Is Better, but More Complicated, for RIAs: Cerulli
By Bernice NapachBeyond the $1 billion asset threshold, RIAs require an "entirely new set of competencies to remain competitive," Cerulli says.
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.
June 21, 2018
Guggenheim Said to Weigh Sale of Stake in $250 Billion ManagerScott Minerd says insurers get the best results when they buy minority stakes in asset managers.
June 07, 2018
BNY Mellon Wealth Names New CEOCatherine Keating was an executive at JPMorgan Chase for nearly 20 years and most recently led Commonfund.
May 31, 2018
United Capital Taps New Chief Investment OfficerKara Murphy comes on board from SunAmerica Asset Management.