Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
JPMorgan: Cash Better Than Stocks
By Cecile GutscherFor the first time in a decade, investors can benefit more from safe, liquid securities than from the S&P 500 Index, adjusted for volatility, according to the bank's asset management team.
November 14, 2018
LPL Picks Up $410M Reps from Wells Fargo, Cetera: Recruiting RoundupMeanwhile, Ameriprise, Hilliard Lyons, Janney Montgomery Scott and Raymond James add reps from rivals; RIA Provise Management opens a new office in Tampa.
November 13, 2018
Mercer Advisors Acquires Sigma Investment ManagementSigma has 270 clients and $500 million in AUM.
November 07, 2018
Victory Capital to Acquire USAA Asset ManagementThe unit includes USAA's mutual fund and ETF businesses.
November 07, 2018
Wells Fargo's Wealth Chief to RetireThe news comes two months after a report of gender-bias complaints at a business he leads.
November 06, 2018
Royal Alliance Completes Acquisition of Signator InvestorsWith the acquisition, Royal Alliance gains 1,860 advisors.
November 01, 2018
Expect Fewer Recessions but Weaker Recoveries: J.P. MorganJ.P. Morgan released its 2019 Long-Term Capital Market Assumptions, which explore the changing nature of recessions and recoveries.
October 31, 2018
UBS on Hunt for Asset Management DealsAs the firm aims to boost scale, its likely targets may include U.S. and U.K. asset managers focused on retail clients and specialized asset managers in areas such as real estate, sources say.