Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
SheCapital, Robo-Advisor Aimed at Women, Shuts Down
By Janet LevauxAfter nearly a year, SheCapital, led by Tina Powell of Beacon Wealth, didn't achieve the activity it needed to stay afloat.
July 18, 2016
BofA Q2 Profit Drops 18%Revenue for the wealth group continues to drop, along with fees and commissions at Merrill and elsewhere.
July 15, 2016
Wells Fargo Hits Q2 Earnings Target on Mixed ResultsThe wealth unit has slightly weaker profits and sales than a year ago, according to the bank.
July 14, 2016
Recruiting Roundup: Dynasty Adds Group From LebenthalMeanwhile, several wirehouse reps help form a new RIA in Cleveland; Betterment adds a CFO and hits $5 billion in AUM.
June 30, 2016
Morgan Stanley Expanding Philanthropy Efforts for ClientsThe wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
June 30, 2016
How to Reach Out Digitally to Your Clients’ ChildrenEven advisors who believe their personal and professional relationships with clients couldnt be stronger are likely leaving relationships untapped and assets on the table.
June 27, 2016
Here's Why Advisors Should at Least Consider Managed FuturesThese award-winning managed futures strategies have compounded annual returns ranging from 13% to 36%.
June 22, 2016
Morgan Stanley Expands Nonresident Wealth BusinessIt adds two executives from Credit Suisse to boost these operations, which have some 400 reps and $90 billion in assets.