Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
6 Years Post Independence, Rethinking the Value of Financial Planning
By Mike PattonThe clients I've lost have one thing in common: they were asset management-only clients. Thats led me to reconsider who I choose as clients.
August 13, 2013
Marketshare of independent advisors is on the riseThe share of assets under management held by independent advisors grew to an estimated 35.3 percent in 2012, up from 34.3 percent in 2011.
August 12, 2013
Baird, Morgan Stanley, UBS Lure Advisors From RivalsBaird picks up wirehouse reps with $2.3 million in production, UBS recruits a $1.1 million ex-Morgan Stanley producer, and Morgan Stanley grabs a $2 million rep.
July 29, 2013
Morgan Stanley Gets Approval To Buy Rest of Smith BarneyMorgan Stanley has the government’s thumbs-up to buy the final 35% stake in its Morgan Stanley Smith Barney joint venture from Citigroup.“This…
July 29, 2013
Wells Fargo Adds 34 Teams, $5.4B to Independent ChannelRecent groups have come on board from rivals like Morgan Stanley, Merrill Lynch and UBS.
July 25, 2013
Ameriprise Lifts Profits 44% on Strong Wealth ResultsFlows of client assets into advisor wrap programs were $3.1 billion in Q2, down from $4.1 billion in Q1.
July 25, 2013
UBS Signals Sizable Jump in Net Profits for Q2Estimated net asset inflows for Wealth Management Americas at $2.9 billion for its 7,000-plus advisors in Q2 2013.
July 22, 2013
Top 10 Global Private BanksHere are the 10 private banks with the top AUM, according to the 2013 Scorpio Partnership Global Private Banking Benchmark report.