Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
The Problem With Client ‘Satisfaction’ and ‘Engagement’
By Angie HerbersWhen assessing how satisfied or engaged another person (or client) is in a relationship, that persons actions, not words, say it all.
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.
January 30, 2017
Global Pension Assets Rose to $36.4T in 2016Pension funds worldwide made some progress against their headwinds in 2016, Roger Urwin of Willis Towers Watson said.
January 26, 2017
Merrill Lynch Nabs $4.5M UBS Team in Texas: Recruiting RoundupMeanwhile, Raymond James, Ameriprise, Focus Financial and Kestra add advisors, managers and more.
January 17, 2017
Morgan Stanley Q4 Profits Double, but Wealth Group Misses TargetCEO James Gorman says the firm's wealth management operations will produce better results this year.