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: SIFMA Elects New Board Officers
By Marlene Y. SatterMeanwhile, global law firm Ropes & Gray announced that Debra Lussier has been promoted to a partner in the firms private investment funds practice
October 24, 2014
Focus Financial Strikes 6 Merger Deals for PartnersOne advisor acquisition came about through a discussion about succession planning, an executive says.
October 22, 2014
Wells Fargo Adds 2 Reps, Boosts Overall Headcount in Q3The third-biggest wirehouse says its client assets total $1.4 trillion.
October 20, 2014
Morgan Stanley Recruits 5 Advisors; Merrill Adds TeamThe wirehouses each add registered reps from rival firms with more than $500 million in client assets.
October 06, 2014
Focus, Dynasty Add Teams; Morgan Stanley Grabs 4 FAs With $660MBoutique firms continue to attract registered reps, including some from the wirehouse firms.
October 02, 2014
New Hire Roundup: ABIA Elects New Board MembersThis week, the American Bankers Insurance Association elected new board members, and Deutsche Asset & Wealth Management hired four regional VPs.
September 29, 2014
Experimenting With New Compensation ModelsThe variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.