Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
IFP Gets Thumbs-Up to Launch BD
By Janet LevauxThe breakaway RIA hope to move over 500 advisors to the platform it is building with Pershing from LPL Financial.
January 23, 2019
Raymond James to Buy Investment Bank With Wealth, Asset FocusThe bank, Silver Lane Advisors, will give Raymond James nearly 50 bankers working in the financial services space, including RIA mergers.
January 10, 2019
These Financial Firms Are Cutting Jobs Amid 2019 Market TurmoilIn addition to BlackRock, State Street, Morgan Stanley and some non-US firms are laying off employees.
January 08, 2019
Atria to Buy BD Next FinancialThe purchase could bring Atria a network of over 1,900 independent advisors with about $65 billion in total assets.
January 02, 2019
Focus Financial Partners Maintaining Aggressive M&A PaceBoston-based Colony Group, which has over $6 billion in assets, is buying Aurora, which has roughly $400 million.
December 27, 2018
ETFs Saw Growth in November: CerulliETFs finally saw inflows on the positive side in November, although it wasn't exactly a number to boast about. According to the December…
December 11, 2018
Mercer Advisors Acquires Bell Wealth ManagementBell Wealth has $200 million in AUM.
December 04, 2018
JPMorgan: Cash Better Than StocksFor the first time in a decade, investors can benefit more from safe, liquid securities than from the S&P 500 Index, adjusted for volatility, according to the bank's asset management team.