Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Nuveen Names Vijay Advani Its New CEO
By Bernice NapachAdvani, Nuveen's current president and COO, will replace Rob Leary, as of April 21.
February 28, 2017
The Problem With Client ‘Satisfaction’ and ‘Engagement’When assessing how satisfied or engaged another person (or client) is in a relationship, that persons actions, not words, say it all.
February 27, 2017
11 Best & Worst Broker-Dealers: Q4 Earnings, 2016Earnings growth in the financial sector has been robust so far, according to LPLs CIO Burt White.
February 17, 2017
Fidelity Posts 20% Profit Increase on Modest Revenue Growth in 2016"Careful cost management" provided $3.5 billion in operating income for the year on a 3.4% rise in revenue to $15.9 billion.
February 13, 2017
Growing RIA Grabs $160M Group in SoCalMercer Advisors says this is its sixth deal over the past 12 months; it has $9.6 billion in client assets.
February 10, 2017
LPL CEO Says No Way on Pure RIAThe IBD discusses strategy and the impact of recent high-profile departures during its Q4 earnings call.
February 01, 2017
Ameriprise Beats Estimates as Assets, Inflows RiseThe broker-dealer has 9,675 advisors with average fees and commissions of $518,000 per year.
January 31, 2017
Momentum Growing for Robotics at Asset ServicersAcross the asset servicing industry, software robots are already improving efficiency and de-risking manual processes.