Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Merrill's New Comp Plan 'Too Harsh,' Recruiter Says
By Janet LevauxPenalizing even high-producing advisors who don't meet certain targets could have unintended consequences, recruiter Danny Sarch warns.
May 18, 2018
What's the Next Big Thing? 3 Envestnet Execs Weigh InHow will advisors meet the needs of younger investors in an ever-more-complex world?
May 17, 2018
Advisors Saw Robust Asset Growth in 2017, but Struggled to Add ClientsLowering fees is an ineffective strategy for driving growth, PriceMetrix data finds.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 07, 2018
Morningstar Launches Investment Analysis Platform for Wealth ManagersMorningstar Direct for Wealth Management allows multiple teams at wealth management firms to share information in real time.
May 02, 2018
Raymond James Adds $1.7M Advisor From Wells Fargo: Recruiting RoundupJanney also nabs an advisor from Wells Fargo, as Ameriprise picks up a group of four reps from AXA Advisors.
April 26, 2018
LPL Cuts Pricing Across Corporate, Hybrid RIA PlatformsThe firm plans to launch a no-transaction-fee mutual fund network.
April 20, 2018
Carson Group Adds $2B in Committed Assets in Q1The firm added 17 new partner firms in Q1; existing partner firms saw a big average uptick in assets.