Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
When Clients Push Back on Pricing: 5 Strategies for Advisors
By Bryce SandersYou bring value to your clients in many ways that don't ring the cash register, but sometimes they just want to talk fees.
September 06, 2018
Optimal Asset Management Adds Direct Indexing Service for AdvisorsThe SMA uses fractional shares to make customization of index investing possible.
August 29, 2018
Raymond James Names New ExecThe news comes two months after Scott Curtis was named head of the firm's Private Client Group, which has over 7,700 advisors.
August 28, 2018
Morgan Creek and Bitwise Partner to Launch Crypto Index FundThe Digital Asset Index Fund will provide broad-based digital asset exposure to institutional investors.
August 17, 2018
$1.5 Trillion in Corporate Cash Is Coming to AmericaBlackRock, JPMorgan Chase and Fidelity Investments are among asset managers racing to create new strategies for clients who want to repatriate funds.
August 08, 2018
Merrill vs. Morgan Stanley: Q2 ResultsHere's how the two biggest Wall Street firms are doing in terms of advisor headcount, production, assets and more.
August 08, 2018
How to Find the 'Hidden Rich' in Your AreaWith a little research, you can focus your prospecting efforts on the wealthiest 2%-5% of your market.
August 06, 2018
Merrill Advisors Drop Reuters for FactSet Market DataThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.