Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
No one knows how messy the Fed increase could get
By Alexandra Scaggs, Liz McCormickAs the Fed prepares to raise interest rates from near zero as soon as next week, bond investors are on edge.
December 03, 2015
Raymond James to Buy Deutsche Bank U.S. Private-Client UnitThe unit has about 200 advisors with about $50 billion of client assets and $300 million of revenue.
December 03, 2015
Raymond James to buy Deutsche Bank U.S. private client unitRaymond James Chief Executive Officer Paul Reilly has been boosting the firms growth through acquisitions.
November 30, 2015
LPL, Raymond James & Ameriprise Report EarningsLPL Financial says it had net income of $41.1 million, or $0.43 per share, in the third quarter vs. $33.3 million, or $0.33 per share, a year ago. On an…
November 30, 2015
Wirehouses Post Mixed Q3 ResultsWealth-management results announced as part of the third-quarter earnings season are fairly mixed at the wirehouses. Bank of America-Merrill Lynch, for…
November 24, 2015
Recruiting Roundup: UBS, Others Nab More Credit Suisse RepsMeanwhile, Raymond James recruited a group of breakaway brokers and several Wells Fargo FAs.
November 18, 2015
Recruiting Roundup: Where Are the Credit Suisse Reps Going?Many of these advisors decline to hook up with Wells Fargo and opt instead to join rival wirehouses.
November 11, 2015
Recruiting Roundup: UBS Adds $2B Advisors as Merrill Picks Up $1B RepsMeanwhile, Morgan Stanley and Raymond James share their recruiting news, and a group breaks away to work with Dynasty.