Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Focus Financial Partner Firms Complete Strategic Deals
By Melanie WaddellFocus Financial Partners announced Tuesday that four of its partner firms have completed strategic transactions in the last 60 days, either closing on important sub-acquisitions or recruiting well-respected new professionals to their firms.
January 16, 2013
Schwab Meets Expectations: Q4 Earnings 2012Its Advisor Services unit now has close to $790 billion in client assets as of December 2012.
January 11, 2013
Wells Fargo Tops Q4 Estimates, Boosts Advisor HeadcountNet income in the fourth quarter rose to $0.91 a share, as sales hit nearly $22 billion at the wirehouse and the number of advisors rose.
January 04, 2013
Household investable assets top $28 trillionA new report shows consumer households control almost three-quarters of investable assets, two-thirds of that invested via financial advisors.
January 04, 2013
Household investable assets top $28 trillionA new report shows consumer households control almost three-quarters of investable assets, two-thirds of that invested via financial advisors.
December 20, 2012
Research Affiliates, WisdomTree Settle DisputeResearch Affiliates and WisdomTree Investments said they recently reached a settlement regarding patent infringements and that Research Affiliates will pay WisdomTree $700,000 and withdraw its lawsuit.
December 20, 2012
Wirehouses, Others Actively Attract RepsIn the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.
December 13, 2012
Genworth Financial Wealth Management Names New PresidentGenworth Financial Wealth Management has hired Resource America veteran Daniel Courtney to serve in the newly created role of president for Genworth Financial Asset Management.