Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Timber Investing: ‘Green Before Green Was Cool’
By Ginger SzalaThis long-term, environmentally sustainable investment is forecast to outperform stocks and bonds in GMO's latest seven-year outlook.
April 20, 2016
Recruiting Roundup: Merrill Lynch Picks Up 9 Reps With $1.5BMeanwhile, Raymond James adds two employee teams with $370 million and an indie advisor with $325 million.
March 30, 2016
State Street Buys GE Asset Management for Up to $485 MillionState Street plans to expand alternative investments such as private equity and real estate.
March 23, 2016
Raymond James CEO: Over 90% of Alex. Brown Reps RetainedRaymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
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.