Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Cerulli Projects Market Share Gains for RIAs and IBDs
By Warren S. HerschRegistered investments advisors and independent broker-deals are projected to each enjoy a 1% gain in assets held by the distributions channel, a new report concludes.
January 10, 2012
6 Tips for Billing Clients on Held-Away AssetsIf youre advising on your clients held-away accounts, heres what you should consider
December 28, 2011
Six-Word Strategy: Catching Up with Jeff MontgomeryJust so were clear, AFAM stands for Al Frank Asset Management.
December 20, 2011
Raymond James Adds $425M-plus FAs From Merrill, UBS and Morgan StanleySeven advisors with more than $425 million in assets joined the employee channel of Raymond James in Virginia and Florida.
December 16, 2011
RIAs With $410M in AUM to Custody With Raymond JamesFour firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.
December 13, 2011
Envestnet Closes on Acquisition of FundQuestEnvestnet, headed by Judd Bergman, pays $24 million for FundQuest; $8 billion added to Envestnet platform. FundQuest CIO Clift to become chief investment strategist at Envestnet|PMC.
December 07, 2011
Whatever Happened to Gold?As events in Europe have roiled the U.S. markets over the last month, one usually precious element of the market talk has been missing: gold.
December 01, 2011
Cogent Research: Elite Group of Advisors Driving 401(k) BusinessWhile just over half of the estimated 315,000 retail investment advisors in the United States currently support at least one 401(k) plan, only 7% of advisors are heavy plan producers with $25 million or more in 401(k) assets under management, according to a new report.