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 03, 2016
JPMorgan Urges Re-enrollment for DC PlansTen years after passage of the Pension Protection Act, many DC plan participants are no better off than before, JPMorgan Asset Management argues.
May 03, 2016
UBS Q1 Profits Drop 64%; Mixed Results for Wealth UnitBut advisors in Wealth Management Americas continue to outpace rivals in fees and commissions.
April 29, 2016
LPL Feeling Acquisitive in New Fiduciary Era; Q1 Sales Fall 9%The new DOL rule should squeeze cost structures for smaller competitors and lead to more opportunity for M&A, CEO Mark Casady says.
April 25, 2016
Timber Investing: ‘Green Before Green Was Cool’This long-term, environmentally sustainable investment is forecast to outperform stocks and bonds in GMO's latest seven-year outlook.
April 21, 2016
Negative rates seen pushing Japanese farmers into U.K. mortgagesAn analyst says banks have to buy risk assets to support their funding needs.
April 20, 2016
Raymond James' Q1 Profits Rise 11%, Beating EstimatesPrivate client net income also jumps 11% as assets and advisor headcount expand.
April 20, 2016
Recruiting Roundup: Merrill Lynch Picks Up 9 Reps With $1.5BMeanwhile, Raymond James adds two employee teams with $370 million and an indie advisor with $325 million.
March 30, 2016
State Street Buys GE Asset Management for Up to $485 MillionState Street plans to expand alternative investments such as private equity and real estate.
March 23, 2016
Raymond James CEO: Over 90% of Alex. Brown Reps RetainedRaymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
March 21, 2016
NorthStar Names Baum Executive ChairmanAs executive chairman, Jon Baum will help facilitate the continued growth of NorthStar and its subsidiaries, CLS Investments, Gemini Fund Services and Orion Advisor Services.