Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
6 New Findings on What Drives Advisors' Happiness: Kitces
By Dinah Wisenberg BrinOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
March 03, 2026
Fidelity Launches Turnkey Model Portfolios for Private-Markets ExposureThe suites are available to eligible RIAs and broker-dealers through Envestnet.
February 26, 2026
Orion Plans Expanded Household Asset Management StrategyThe platform provider also says the enterprise version of Denali AI is live and that it's launched two new AI assistants..
February 25, 2026
Orion Zooms in on Advisor Survey Insights at Ascent EventOver half of advisors see AI acceleration as the top growth catalyst for 2026, with technology hurdles to overcome.
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.