Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Client retention and service are top priorities of advisors
By Warren S. HerschThe survey shows 8 in 10 advisors spend most of their time on client management, communication and service.
June 10, 2013
Low Yields, Weak Returns Worry Institutional InvestorsGlobal institutional investors are more confident they can handle risk, but low yields and volatility still worry them, according to a report released Monday by Natixis.
June 05, 2013
Recruiting Roundup: Morgan Stanley, Janney Lure RepsUBS and Baird also report their latest advisor recruiting news.
May 30, 2013
12 Best & Worst Broker-Dealers: Q1 Earnings, 2013Several large firms are turning around their operations, but others still face performance issues.
May 28, 2013
Raymond James Hosts ConfabRaymond James’ independent advisor conference attracted about half of FAs affiliated with the St. Petersburg, Fla.-based broker-dealer: Roughly 1,600…
May 28, 2013
Wealth Operations on a RollBank of America reported net income of $2.6 billion, or $0.20 per share, for the first quarter of 2013, compared with $653 million, or $0.03 per diluted…
May 28, 2013
It’s Not Just Active and Passive, but Behavioral Finance That Best Meets Clients’ NeedsTed Lundgren of NAAIM argues that the lessons of behavioral finance must inform the active vs. passive investing debate.
May 23, 2013
Hybrid RIA, LPL Affiliate Adds Two PracticesU.S. Wealth Management hopes to reach $1 billion in client assets over the next 12 months, up from $600 million today.