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: Merrill Lynch Picks Up 9 Reps With $1.5B
By Marlene Y. SatterMeanwhile, Raymond James adds two employee teams with $370 million and an indie advisor with $325 million.
March 21, 2016
NorthStar Names Baum Executive ChairmanAs executive chairman, Jon Baum will help facilitate the continued growth of NorthStar and its subsidiaries, CLS Investments, Gemini Fund Services and Orion Advisor Services.
March 21, 2016
TIAA Global Asset Management, Like Its Parent Company, Says Goodbye to CREFFollowing TIAA's rebranding, one of the worlds largest asset managers has shortened its name.
March 21, 2016
Ladenburg Thalmann Rolls Out Robo-AdvisorReps in Ladenburgs network, which includes Securities America, Triad, Investacorp and other IBDs, can offer automatic investing to clients with as little as $500.
March 18, 2016
PIMCO's $18 Billion Question: What Should Count as New Assets?A change in how PIMCO accounts for reinvested dividends and capital gains helped it minimize an exodus of clients by about $18 billion last year.
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
February 17, 2016
RIA Aspiriant to Merge With $360M L.A.-Based FirmThis is the firm's second merger in the Golden State in the past four months.
February 16, 2016
10 Best & Worst Broker-Dealers: Q4 Earnings, 2015As stock markets hit turbulence, the performance of wealth firms begins to diverge.