Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
October 21, 2015
Recruiting Roundup: UBS, Wells Fargo, Merrill Add Reps, TeamsMeanwhile, Raymond James announces its latest bank affiliate, and HighTower brings on a new wealth group.
October 21, 2015
‘Late to the Game,’ Wells Fargo Wins Deal to Recruit Credit Suisse RepsThe wirehouses and other firms are competing fiercely for some 300 wealth managers from Credit Suisse, which is closing its U.S. private banking unit.
October 21, 2015
Wells Fargo reaches agreement to add Credit Suisse advisersWells Fargo, the largest U.S. bank by market value, is seeking to boost the smallest of its three main divisions.
October 14, 2015
Recruiting Roundup: Merrill Attracts $3.5B Group, as UBS Draws $1B TeamMeanwhile, Wells Fargo helps an ex-UBS group go independent, and Summit Trail gains a former-Barclays Wealth team
October 06, 2015
Apollo-backed Athene delays IPO plan while seeking CFOWeve determined its in our best interest to target a filing early next year, Chief Executive Officer Jim Belardi said in a conference call.
October 01, 2015
New Providers in U.S. ETF Space Set Record: ETFGIAsset managers are tripping over themselves to get into the U.S. ETF and ETP space, according to a report released Thursday by ETFGI.
September 30, 2015
Recruiting Roundup: $3 Billion Merrill Team Goes IndieThe advisors form Corient Capital and partner with Dynasty Financial Partners in Southern California.
September 29, 2015
M&A Activity on the Rise for Small-Cap CompaniesM&A activity continues to thrive in the small-cap space, and its easy to see why: Companies need to put excess cash to work.
September 23, 2015
UBS Nabs $1.3B Merrill Team; Wells Fargo Grabs $1B Morgan Stanley RepsMeanwhile, Raymond James recruits groups with more than $800 million in client assets to its employee channel.
September 23, 2015
Rivals Question Betterment’s New 401(k) PlatformBetterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOLs QDIA disclosure requirements.