Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
‘Late to the Game,’ Wells Fargo Wins Deal to Recruit Credit Suisse Reps
By Janet LevauxThe wirehouses and other firms are competing fiercely for some 300 wealth managers from Credit Suisse, which is closing its U.S. private banking unit.
October 06, 2015
Apollo-backed Athene delays IPO plan while seeking CFOWeve determined its in our best interest to target a filing early next year, Chief Executive Officer Jim Belardi said in a conference call.
October 01, 2015
New Providers in U.S. ETF Space Set Record: ETFGIAsset managers are tripping over themselves to get into the U.S. ETF and ETP space, according to a report released Thursday by ETFGI.
September 30, 2015
Recruiting Roundup: $3 Billion Merrill Team Goes IndieThe advisors form Corient Capital and partner with Dynasty Financial Partners in Southern California.
September 29, 2015
M&A Activity on the Rise for Small-Cap CompaniesM&A activity continues to thrive in the small-cap space, and its easy to see why: Companies need to put excess cash to work.
September 23, 2015
UBS Nabs $1.3B Merrill Team; Wells Fargo Grabs $1B Morgan Stanley RepsMeanwhile, Raymond James recruits groups with more than $800 million in client assets to its employee channel.
September 23, 2015
Rivals Question Betterment’s New 401(k) PlatformBetterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOLs QDIA disclosure requirements.
September 21, 2015
Ritholtz: The Price of Losing Bill Gross or Jeff GundlachOnce an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.