Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
4 Years After Its Acquisition, How Is Nuveen Doing?
By Emily ZulzSince TIAA acquired the asset manager, Nuveen has made a number of changes.
October 18, 2018
Private Client Group at Janney Adds 14 Advisors in Q3In addition, the firm opened a new office in Delaware.
October 16, 2018
Morgan Stanley Wealth Unit Profit Rises 30% in Q3The wealth group has 15,655 advisors, up 23 from the prior quarter but down 104 from a year ago.
October 15, 2018
Fidelity Rolls Out Crypto Trading and Custody FirmFidelity Digital Assets is aimed at institutional investors looking for a big-name platform provider.
October 12, 2018
Wells Fargo Posts Good News, Bad News: Q3 EarningsThe bank and its wealth unit improved profits, but WFA has lost over 1,000 reps since the fake-accounts scandal began.
October 01, 2018
United Capital's FinLife Partners Passes Growth MilestoneThe white-label platform also announced a new integration with Redtail.
September 28, 2018
Loring Ward Merging With Focus Financial-Backed Buckingham for $235MThe combined firm should work with 300-plus RIAs and have a combined $30 billion in assets under management.
September 27, 2018
RIAs Grow in Numbers and AUMThe number of firms and their level of assets under management continue to climb, the latest IAA and NRS report finds.