Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Voya falls most in 14 weeks as CFO leaves for role at S&P Global
By Katherine ChiglinskyTwo recent executive departures could leave investors with questions about Voya's near-term future, one analyst said.
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.
September 23, 2016
Wells Fargo Indie Channel Picks Up 6 Reps From RivalsThe advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.
September 19, 2016
MassMutual seeks asset-management deals ‘constantly,’ CEO saysMassachusetts Mutual Life Insurance Co. Chief Executive Officer Roger Crandall has been reshaping the Springfield, Massachusetts-based insurer.
September 19, 2016
MassMutual seeks asset-management deals ‘constantly,’ CEO saysMassachusetts Mutual Life Insurance Co. Chief Executive Officer Roger Crandall has been reshaping the Springfield, Massachusetts-based insurer.
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?