Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Wells Fargo Weighs Sale of Asset Management Arm; Restructures Wealth Unit
By Janet LevauxThe news comes shortly after the bank announced it had cut hundreds of jobs, including advisors.
October 14, 2020
Billion-Dollar RIAs' Annual Growth Tops 9%: SchwabLarge firms are likelier than their peers to have written strategic and succession plans in place.
October 14, 2020
Is JPMorgan Buying Waddell & Reed?Rumors are circulating after last week's news about Morgan Stanley buying Eaton Vance.
October 09, 2020
Vanguard Swaps Out Subadvisor on $9.8B FundSprucegrove Investment Management takes over from Edinburgh Partners.
October 09, 2020
Annual Growth Tops 7% for Small RIAs: SchwabOrganic growth contributed two times more to overall asset growth than it did for larger firms.
October 08, 2020
Morgan Stanley CEO Goes Hunting Again With $7B Eaton Vance DealJames Gorman's two latest mega-deals are the largest carried out by any of the big banks in Wall Street's post-crisis reincarnation.
October 08, 2020
Why Morgan Stanley's $7B Eaton Vance Deal Surprised AnalystsDeal includes Parametric — which offers separately managed accounts and direct indexing — and ESG investment provider Calvert.
October 08, 2020
Morgan Stanley to Acquire Eaton Vance in $7B DealMorgan Stanley Chairman and CEO James Gorman calls the combination "a perfect fit."