Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
June 21, 2018
Guggenheim Said to Weigh Sale of Stake in $250 Billion ManagerScott Minerd says insurers get the best results when they buy minority stakes in asset managers.
June 07, 2018
BNY Mellon Wealth Names New CEOCatherine Keating was an executive at JPMorgan Chase for nearly 20 years and most recently led Commonfund.
May 31, 2018
United Capital Taps New Chief Investment OfficerKara Murphy comes on board from SunAmerica Asset Management.
May 29, 2018
Merrill's New Comp Plan 'Too Harsh,' Recruiter SaysPenalizing even high-producing advisors who don't meet certain targets could have unintended consequences, recruiter Danny Sarch warns.
May 29, 2018
Morgan Stanley's Wealth Unit Teams With BlackRock to Grab $2TThe wirehouse is highlighting rivals' inability to provide the same analysis as it looks to attract money clients have at other institutions.
May 23, 2018
Baird, RBC & Kestra Add Teams From Wells Fargo: Recruiting RoundupThe advisors make their moves in Arizona, Michigan, Florida and Washington.
May 18, 2018
What's the Next Big Thing? 3 Envestnet Execs Weigh InHow will advisors meet the needs of younger investors in an ever-more-complex world?
May 17, 2018
Advisors Saw Robust Asset Growth in 2017, but Struggled to Add ClientsLowering fees is an ineffective strategy for driving growth, PriceMetrix data finds.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 07, 2018
Morningstar Launches Investment Analysis Platform for Wealth ManagersMorningstar Direct for Wealth Management allows multiple teams at wealth management firms to share information in real time.