Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
ByAllAccounts: Client service, retention are two top priorities of most successful advisors
By Warren S. HerschClient service and client retention are the two top priorities of more than 6 in 10 highly successful financial advisors, new research reveals.
September 14, 2012
The Top Wealth Managers 2012 Profiles: No. 2—Athena Capital Advisors LLCAt No. 2 on the list of Top Wealth Managers: Athena Capital Advisors, a firm that brings physics to finance.
September 13, 2012
Majority of Public Doesn’t Know RIA Model Exists: Advizent’s GoldmanCount on Charles Goldman to give it to you straight. The information he delivered made it abundantly clear why branding is so important.
September 06, 2012
Large RIAs Buckingham and Founders to MergeCall it a rollup, merger, whatever you like, but consolidation in the RIA space continues.
August 23, 2012
The Tab for IndependenceCan advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.
August 23, 2012
Three Advisors, Three StoriesWhen Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.
August 23, 2012
Q2 ’12 Wealth Profits Top Year-Ago ResultsBank of America-Merrill Lynch reported profits of $2.5 billion for second-quarter 2012, or 19 cents a share, beating analysts estimates of 14 cents.
August 23, 2012
Raymond James Reports Mixed July ResultsThe broker-dealers fees and commissions dropped a bit from June, though assets remained steady.