Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
United Capital Adds 2 Firms, $1.5B in Assets
By Janet LevauxThe fast-growing RIA consolidator picks up retirement and wealth management groups in Maryland and Pennsylvania.
October 29, 2015
LPL Beats Q3 Estimates, Plans $500M BuybackProfits improve, but revenue weakens for the group, which plans to be "more efficient," says CEO Casady
October 26, 2015
BlackRock says property bets, lending lure yield-hungry insurersInsurers are turning to alternative credit investments, such as direct lending, to diversify returns and boost income.
October 22, 2015
Ameriprise Tops Q3 Earnings Estimates on Lower CostsThe firm has more than 9,800 advisors in its independent and employee channels.
October 22, 2015
Raymond James Missed Estimates but Had ‘Great’ Q3: CEORevenues for the firm, which has more than 6,500 reps, grew in the latest period to $1.34 billion.
October 21, 2015
Recruiting Roundup: UBS, Wells Fargo, Merrill Add Reps, TeamsMeanwhile, Raymond James announces its latest bank affiliate, and HighTower brings on a new wealth group.
October 21, 2015
‘Late to the Game,’ Wells Fargo Wins Deal to Recruit Credit Suisse RepsThe 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 21, 2015
Wells Fargo reaches agreement to add Credit Suisse advisersWells Fargo, the largest U.S. bank by market value, is seeking to boost the smallest of its three main divisions.