Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Raymond James, Baird, Wells Fargo Add Reps From Rivals
By Janet LevauxThe freshly recruited teams include families as well as individual advisors.
May 27, 2014
IBDs Post Mixed ResultsLPL Financial's net income in the period ending March 31 fell about 3% year over year to $53.1 million, though net revenue jumped close to 12% to nearly…
May 27, 2014
Wirehouse Fees & Commissions: Who’s on Top?One big firm surpasses its rivals by a very comfortable margin when it comes to both advisor productivity and average AUM.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 20, 2014
Manulife appoints UBS’s Kai Sotorp to oversee $273BManulife is among insurers seeking to boost fee income from overseeing funds for institutional and retail clients.
May 15, 2014
Raymond James, Wells Fargo Grab Teams From RivalsMeanwhile, Securities America and Stratos Wealth attract groups of breakaway brokers.
May 14, 2014
Financial Planning or Asset Management? Clients Need BothWhy the AUM fees versus flat fees debate is resonating with advisors and why it all may just be moot.
May 14, 2014
Morgan Stanley Names New Head of Private WealthEric Benedict will now lead more than 350 advisors serving ultra-high-net-worth clients.