Turnkey Asset Management
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Advisor Exam Rate May Fall in 2019, Says SEC; New Services Planned for Emerging Firms
By Melanie Waddell | Michael S. Fischer | Janet LevauxPlus, Dynasty Financial Partners shares details about its new headquarters, and Raymond James hires a new executive for its Investment Advisors Division.
March 20, 2019
As Cash-Back ETF Hits Market, Signs of Trouble EmergeAs average fees fall toward zero, "It could actually backfire" for asset managers, says an analyst at Bloomberg Intelligence.
March 05, 2019
Woodbury Adds 64% of Questar Reps, 86% of AUMBut could the growth of the IBD and its sister firms prompt the private equity owner to consider a sale?
February 27, 2019
In the Advisory Space, Bigger Is Better for Growing Market ShareA new Cerulli report shows that the biggest firms keep gobbling up a bigger share of assets.
February 27, 2019
Raymond James Nabs Morgan Stanley Complex ManagerVeteran complex manager Bill Drew will now lead the employee channel in the greater Boston area; meanwhile, the firm moves to acquire 100% of asset manager ClariVest.
February 20, 2019
HighTower Nabs $2.6B Group in Memphis: Recruiting RoundupMeanwhile, Raymond James' Alex. Brown division has added a veteran advisor from Wells Fargo with $113 million in client assets in Boston.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 06, 2019
5 Asset Management Predictions for the Next 7 YearsA new survey asked global asset managers about their expectations for financial performance and well-being across the sector.