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: Paul Smith Named CEO of CFA Institute
By Marlene Y. SatterMeanwhile, Nikko Asset Management has hired four executives
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.
December 11, 2014
Merrill’s New Comp Plan Pushes Reps to Drop Small ClientsEnhanced payouts will be offered to reps who bring in new high-net-worth households as smaller clients will be directed to Merrill Edge.
December 03, 2014
Fall of the Bond King: Gross Lost an Empire as PIMCO CrackedInterviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Grosss departure.
December 01, 2014
Traditional Institutional Asset Management Recorded Net $22.7B Inflows in Q3The inflows are a turnaround from last quarter, when $80 billion left the funds, eVestment reports.