Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
AssetMark to Buy Voyant for $145M
By Jeff BermanThrough the deal, the turnkey asset management platform provider will pick up financial planning and client digital engagement tools.
January 27, 2021
Focus Financial and Orion Form Joint VentureThe move is "about tying banking to advisors, and it's long overdue," said Joel Bruckenstein, head of Technology Tools for Today.
January 25, 2021
CI Financial Buying $23B Chicago RIAIt's the largest U.S. deal ever in terms of assets for the Canadian firm and its 14th since last year.
January 20, 2021
Morgan Stanley Posts Growth in Advisors, New AssetsIts financial advisor headcount grew by 482 from a year ago and from 481 in the prior quarter to 15,950.
January 19, 2021
Merrill Sees Sharp Drop in New Clients as Asset Flows WeakenIts advisor headcount, too, is down from a year ago.
January 19, 2021
How the TD Ameritrade Deal Affected Schwab's Q4 EarningsSchwab beat estimates and RIA assets topped $3 trillion in its first quarterly report after the deal, which closed Oct. 6.
January 15, 2021
RBC Adds 2 UBS Teams With $900MThe firm welcomed a new group of advisors to its Lincoln, Nebraska branch.
January 15, 2021
Wells Fargo Wealth Unit Boosts Profits, Releases More Advisor DataNew figures released by the bank include the average level of yearly revenues (fees and commissions) per financial advisor.