Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Here's the Firm Buying Stakes in Invesco and Janus Henderson
By Bernice NapachNelson Peltz's investment firm, Trian, reportedly wants to merge the two companies to rival giant asset managers like BlackRock.
September 25, 2020
Raymond James Reports Big Jumps in Fee-Based Assets, CashThe results were reported a week after the firm announced layoffs of 500 staffers.
September 14, 2020
Asset Management Firm, Exec Accused of 'Cherry-Picking' TradesSchwab kicked them off the platform for favoring certain accounts, the SEC says.
September 04, 2020
$1.4B Merrill Team Jumps to RBC WealthThe firm says it has recruited wirehouse and other reps with about $20 billion in assets so far this year.
September 01, 2020
Jean Hynes Named Next Wellington CEOThe head of the Vanguard Health Care Fund will continue leading the portfolio after taking the executive reins from Brendan Swords next summer.
September 01, 2020
Creative Planning Strikes Its Biggest RIA Deal EverIn its eighth acquisition of the year, the Overland Park, Kansas-based firm more than doubles its asset footprint in Atlanta.
August 26, 2020
The Broker-Dealers of 2020: The Runners UpThe leaders of six independent broker-dealers share how they've adjusted staff and advisor service during the pandemic.
August 24, 2020
Unlike Rivals, Wells Fargo Is Starting Job Cuts: ReportThe bank plans to shrink its headcount via "attrition, the elimination of open roles and job displacements," a spokesperson told Bloomberg.