Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Large RIAs Buckingham and Founders to Merge
By John SullivanCall it a rollup, merger, whatever you like, but consolidation in the RIA space continues.
August 23, 2012
Three Advisors, Three StoriesWhen Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.
August 23, 2012
Raymond James Reports Mixed July ResultsThe broker-dealers fees and commissions dropped a bit from June, though assets remained steady.
August 22, 2012
Fee-Based Accounts Contribute to Steep Revenue Growth: StudyThe results find that fee-based advisors grew 47% over three years.
August 21, 2012
Contemplating Capacity: Where Do We Go From Here?Over the past two decades, the ETF industry has grown to asset levels that few predicted when the first U.S.-listed ETF was launched in 1993.
August 21, 2012
Morgan Stanley Adds 9 Reps From Merrill, UBS, Wells & LPLThese summer hires come on board with more than $1 billion in assets and $8 million in yearly production.
August 15, 2012
Stock market rebound means Obama will be re-elected, says funds giantTrevor Greetham, asset allocation director at fund management firm Fidelity, notes that a dip in the economy between now and the election could have the opposite effect and prove beneficial for Mitt Romney.
August 10, 2012
Swiss Bank Baer Seen Close to Deal for Merrill Non-U.S. Wealth UnitsSwiss money manager Julius Baer Group was reported to be close to a deal to buy the units that could be announced as early as Monday.