Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
March 12, 2020
Wells Fargo Advisors Raises Required Asset Level for Fee WaiverIn September, the asset level required to avoid the fee will be raised from $250,000 to $500,000.
March 05, 2020
Stifel, Ameriprise Nab Reps From Merrill, Wells FargoMeanwhile, LPL Financial and Raymond James share details on their latest hires.
February 19, 2020
Can Legg Mason Deal Bring Franklin Back to Its 'Glory Days'?The fund firm has been stuck near $700 billion in assets under management for the past 18 months vs. a peak of $921 billion in mid-2014.
February 12, 2020
Wells Fargo Ends Mandatory Arbitration for Sexual Harassment ClaimsA shareholder group raised the issue late last year, after Ken Fisher's crude remarks about women.
February 07, 2020
Robos Are Now Everywhere, Luring Away Your Future ClientsRobos are becoming better positioned to hook clients earlier in their financial lives, researcher David Goldstone says.
January 30, 2020
United Capital to Be Rebranded With Goldman in Its NameGoldman is building out its HNW and mass affluent focused business.
January 29, 2020
Which Firms Are Losing Advisors to UBS?UBS recently added advisors with a total of $12.5 billion in assets and $29.6 million in yearly fees & commissions.
January 29, 2020
5 Ways to Bring More Women Into Asset ManagementA new book offers insights into why the industry needs more female participation and how to make that a reality.
January 24, 2020
Morgan Stanley Rolls Out New Mobile Banking ProgramSeparately, the wirehouse reported that it ended 2019 with 15,468 financial advisors and $2.7 trillion in client assets.
January 15, 2020
Repeat Buyers Led 2019 M&A Charge in 2019: TD AmeritradeRIA deals surged 60% from 2018, a new study finds.