Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Three Advisors, Three Stories
By Ellen UzelacWhen 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 22, 2012
Fee-Based Accounts Contribute to Steep Revenue Growth: StudyThe results find that fee-based advisors grew 47% over three years.
August 21, 2012
Contemplating Capacity: Where Do We Go From Here?Over the past two decades, the ETF industry has grown to asset levels that few predicted when the first U.S.-listed ETF was launched in 1993.
August 21, 2012
Morgan Stanley Adds 9 Reps From Merrill, UBS, Wells & LPLThese summer hires come on board with more than $1 billion in assets and $8 million in yearly production.
August 15, 2012
Stock market rebound means Obama will be re-elected, says funds giantTrevor Greetham, asset allocation director at fund management firm Fidelity, notes that a dip in the economy between now and the election could have the opposite effect and prove beneficial for Mitt Romney.
August 10, 2012
Swiss Bank Baer Seen Close to Deal for Merrill Non-U.S. Wealth UnitsSwiss money manager Julius Baer Group was reported to be close to a deal to buy the units that could be announced as early as Monday.
August 03, 2012
Harris, M&I Banks Merge Broker-DealersThe BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.
August 02, 2012
Citi Adds 3 Advisors, $750M to Private WealthThe news comes as Citi and Morgan Stanley dispute the value of their MSSB joint venture and Morgan Stanley continues to drop reps.