Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Raymond James Tops Estimates as Private Client Sales Rise 8%
By Janet LevauxThe number of advisors jumped by 79 in the latest quarter to 6,336.
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.
November 24, 2014
Wirehouses Post Q3’14 ResultsBank of America's Global Wealth and Investment Management unit, which includes Merrill Lynch and U.S. Trust, reported net income of $813 million vs. $720…
November 21, 2014
Securian to buy $16.4 billion asset manager from Stone PointAsset Allocation and Management manages portfolios for insurance companies.
November 21, 2014
Money Rolls In for the Money ManagersWe can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.