Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: Survey
By Bernice NapachAllocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
April 25, 2017
Schwab Makes New Ad Push as Assets Near $3 TrillionThe new commercials focus on how indie advisors working with the firm serve high-net-worth investors.
April 18, 2017
BofA Profit Jumps in Q1 as Wealth Unit’s Asset Flows Top $29BThe number of advisors in the Thundering Herd, though, falls below 14,500 as more reps retire.
April 14, 2017
HighTower to Buy $6.4B RIA Aggregator WealthTrustThe larger advisor rollup firm says it added a $75 million credit facility to fund its largest deal to date.
March 28, 2017
United Capital’s FinLife Partners Reaches $3B in Less Than a YearThe wealth management operating system is an answer to consumers' desire to have digitized financial services.
March 27, 2017
Nuveen Names Vijay Advani Its New CEOAdvani, Nuveen's current president and COO, will replace Rob Leary, as of April 21.
March 06, 2017
Deutsche Bank Turnaround Plan Gets Mixed Investor ReviewShares drop on news of $8.5 billion stock offering and job cuts; key investor said to be undecided about participating in sale.
March 03, 2017
The asset-management pressure cookerAsset managers need to rethink how they're going to continue being profitable while cutting fees.