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: UBS, Wells Fargo, Merrill Add Reps, Teams
By Marlene Y. SatterMeanwhile, Raymond James announces its latest bank affiliate, and HighTower brings on a new wealth group.
October 14, 2015
Recruiting Roundup: Merrill Attracts $3.5B Group, as UBS Draws $1B TeamMeanwhile, Wells Fargo helps an ex-UBS group go independent, and Summit Trail gains a former-Barclays Wealth team
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.