Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
May 08, 2019
Carson Group Goes All In on New Tech, Other AppsThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.
May 08, 2019
BNY Mellon Pershing CEO Steps Down, Replacement NamedThe appointment is made after 30-year veteran of BNY Mellon Pershing Lisa Dolly decides to change career paths.
April 25, 2019
Raymond James Names Private Client COO, Boosts ProfitsThe PCG reported higher profits and net revenues of $1.27 billion for the quarter ending March 31.
April 04, 2019
Stifel Adds 6 Reps From Rivals: Recruiting RoundupMeanwhile, LPL Financial adds a team of six advisors, including five women, in Oregon who work with $390 million in client assets.
April 03, 2019
United Capital Scoops Up 2 RIAs With $800MThe deals mean the RIA rollup firm now has locations in Atlanta and near Davenport, Iowa.
April 03, 2019
UBS Said to Weigh Asset Management Options Including MergerSwiss bank considering partial sale or merger of business; asset managers seeking scale to fend off low-cost competitors.
April 01, 2019
Global Sustainable Investment Assets Grew by a Third in 2 Years: ReportESG is the biggest category of sustainable investments in the U.S., while Europeans tend to prefer exclusionary screens, the report finds.
March 27, 2019
Mutual Fund Assets Start Year With a Growth Spurt: CerulliETF assets have now fully recovered from the fourth-quarter downturn, Cerulli reports.
March 26, 2019
Advisor Exam Rate May Fall in 2019, Says SEC; New Services Planned for Emerging FirmsPlus, Dynasty Financial Partners shares details about its new headquarters, and Raymond James hires a new executive for its Investment Advisors Division.
March 25, 2019
Steward Adds Merrill Team in New HampshireThe partnership, which is associated with Raymond James, announces its latest recruiting news just a week after it opened a branch in Dallas.