Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Recruiting Roundup: Dynasty Adds Group From Lebenthal
By Marlene Y. SatterMeanwhile, several wirehouse reps help form a new RIA in Cleveland; Betterment adds a CFO and hits $5 billion in AUM.
June 27, 2016
Here's Why Advisors Should at Least Consider Managed FuturesThese award-winning managed futures strategies have compounded annual returns ranging from 13% to 36%.
June 22, 2016
Morgan Stanley Expands Nonresident Wealth BusinessIt adds two executives from Credit Suisse to boost these operations, which have some 400 reps and $90 billion in assets.
June 21, 2016
DOL Fiduciary Rule: Who Wins, Who LosesMorningstar's Michael Wong outlined research that quantifies the positive and negative effects of the DOL fiduciary rule.
June 03, 2016
Smart Beta Indexes Are Everywhere NowSeventy-two percent of respondents in FTSE Russell's global survey said they were using or considering smart beta, up from 44% last year.
May 27, 2016
Raymond James to Add 72 Reps in CanadaIts Canadian unit is buying 3Macs, an investment firm with some $5 billion in assets.
May 26, 2016
New York REIT Shares Plunge After Analysts Question AcquisitionShares have been hurt since founder and ex-board member Nicholas Schorsch became embroiled in a 2014 scandal over accounting problems at another firm.
May 25, 2016
Recruiting Roundup: Merrill Lynch Picks Up $1.7B Reps From RivalRaymond James and Woodbury also announced their latest recruits.