Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Raymond James Adds 3 Texas Reps, Shares October Results
By Janet LevauxThe firm attracts the independent advisors from rival LPL Financial in different parts of the Lone Star State.
November 01, 2016
Wealthfront CEO Steps Aside and Co-Founder Takes OverWealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the companys co-founders.
October 28, 2016
UBS Advisors Stay Ahead of Rivals: Q3 EarningsThe average level of fees and commissions, as well as assets, keeps the FAs in the Americas at the head of the pack.
October 28, 2016
Bill Priest, Active Investing Guru, Ready to Pounce on Passive’s MistakesThe Epoch Investment CEO explains why he thinks its fantastic that investors have poured money into passively managed funds.
October 19, 2016
Morgan Stanley Profits Surge, Top Estimates: Q3 EarningsThe wealth unit says its net income increased 11% year over year, while its pre-tax profit margin was 23%.
October 14, 2016
Wells Fargo, Amid Turmoil, Beats Estimates: Q3 EarningsAfter naming a new CEO this week in response to a scandal, Wells Fargo said its net income fell in the third quarter.
October 13, 2016
Voya falls most in 14 weeks as CFO leaves for role at S&P GlobalTwo recent executive departures could leave investors with questions about Voya's near-term future, one analyst said.
October 04, 2016
Henderson-Janus Merger Signals Fee Pressures Spurring M&AThe combined asset management firm, Janus Henderson Global Investors Plc, will have $320 billion in assets, plus Bill Gross.