Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Raymond James to Add 72 Reps in Canada
By Janet LevauxIts Canadian unit is buying 3Macs, an investment firm with some $5 billion in assets.
May 23, 2016
Q1 Brings Weaker ResultsBank of America's wealth and investment management had about a 2% drop in revenue to $4.4 billion on weaker non-interest income. The unit's net income,…
May 12, 2016
11 Best & Worst Broker-Dealers: Q1 Earnings, 2016Results for financial firms were generally the same: bad, with one standout.
May 09, 2016
Wanted: CCOs With Cybersecurity, AML ExpertiseA Russell Reynolds survey also found a startling turnover rate among top compliance execs.
May 04, 2016
LPL Expanding HNW Services to RepsExecs say the advisory "landscape has changed" and that the "credibility gap" between indie firms and wirehouses is no more.
May 04, 2016
Recruiting Roundup: Wells Fargo Adds 6 Reps, $690M From RivalsThe advisors moved from Morgan Stanley and Merrill; meanwhile, LPL adds a hybrid group with $305 million in assets.
May 04, 2016
Robots will strike asset management firms firstMass affluent investors and their advisors are the most likely to be affected by automatic financial tools, according to research from the CFA Institute.
May 04, 2016
Robots will strike asset management firms firstMass affluent investors and their advisors are the most likely to be affected by automatic financial tools, according to research from the CFA Institute.