Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wealthfront CEO Steps Aside and Co-Founder Takes Over
By Danielle AndrusWealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the companys co-founders.
October 19, 2016
Morgan Stanley Profits Surge, Top Estimates: Q3 EarningsThe wealth unit says its net income increased 11% year over year, while its pre-tax profit margin was 23%.
October 14, 2016
Wells Fargo, Amid Turmoil, Beats Estimates: Q3 EarningsAfter naming a new CEO this week in response to a scandal, Wells Fargo said its net income fell in the third quarter.
October 13, 2016
Voya falls most in 14 weeks as CFO leaves for role at S&P GlobalTwo recent executive departures could leave investors with questions about Voya's near-term future, one analyst said.
October 04, 2016
Henderson-Janus Merger Signals Fee Pressures Spurring M&AThe combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.
October 01, 2016
A Stabilizing SectorMLP Equity Review Q216: MLPs, as represented by the Alerian MLP Index gained 19.7% during the quarter ended June 30, 2016.
September 29, 2016
Advisors’ Dilemma: Investor Expectations vs. Market RealityNatixis study finds a quarter of advisors plan a big change within 3 years due to client expectations, regulatory pressure.
September 26, 2016
Advisors Get More Time for Clients When Outsourcing Investment ManagementNorthern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.