Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
New Hire Roundup: Securities America Promotes 7
By Marlene Y. SatterMeanwhile, financial data aggregation firm CircleBlack appointed Bill Bartzak and Michael Castellano to its board of directors.
February 05, 2015
New Hire Roundup: Paul Smith Named CEO of CFA InstituteMeanwhile, Nikko Asset Management has hired four executives
January 28, 2015
Ameriprise Q4 Profits Beat Estimates on Strong Wealth ResultsAverage advisor fees and commissions were nearly $500,000 in 2014.
January 22, 2015
ECB's Draghi Commits to Trillion-Euro QE Plan to Fight DeflationThis is a very important first step and a necessary step, Morgan Stanley CEO James Gorman said.
January 22, 2015
Raymond James Tops Estimates as Private Client Sales Rise 8%The number of advisors jumped by 79 in the latest quarter to 6,336.
January 13, 2015
An Investor-Friendly Way to Switch Broker-DealersAdvisors can use some creative techniques when telling clients why they changed broker-dealers or custodians. Start with your new firm's financials.
January 12, 2015
Raymond James Adds $1.1M UBS Rep, Ex-RBC TeamMeanwhile, Focus Financial affiliate adds an advisor with some $200 million in assets.
December 16, 2014
Vanguard’s Robo-Offering: Good for Advice, Bad for AdvisorsExpert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.