Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wells Fargo Indie Channel Picks Up 6 Reps From Rivals
By Janet LevauxThe advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
September 14, 2016
$550M Merrill Team Goes Indie With Dynasty in FloridaAlso, Raymond James and Wells Fargo add several Morgan Stanley reps; Pavilion Financial to buy Jeffrey Slocum & Associates.
September 07, 2016
If You Can Commoditize Asset Management, Will Advisors Be Next?Scott MacKillop's First Ascent's fee structure could be a game-changer for TAMPs. Can it apply to advisor fees as well?
September 01, 2016
Risk Is Not a NumberInvesting in todays markets can be volatile. How can we quantify, measure and protect against risks and importantly, what opportunities does risk present?
August 22, 2016
What's Keeping BD Execs Up at NightThe wirehouse firms report more than earnings each quarter.
August 22, 2016
Pfizer beats out Sanofi to take Medivation for $14 billionThe deal includes experimental drugs for breast cancer and lymphoma.
August 19, 2016
12 Best & Worst Broker-Dealers: Q2 Earnings, 2016Like in Q1, profits for financial firms generally moved in the same direction, with one exception.
August 10, 2016
Recruiting Roundup: Raymond James, Cetera Add GroupsMeanwhile, two RIAs merge to form group with $13 billion in client assets.