Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Vanguard Launches Custom Model Portfolios
By Dinah Wisenberg BrinThe asset manager's offering allows advisors to adjust existing models to match client preferences.
June 18, 2026
AE Wealth Launches Securities-Based Lending SolutionThe new offering by the RIA and wealth management TAMP allows clients to borrow against their eligible investments.
April 15, 2026
6 New Findings on What Drives Advisors' Happiness: KitcesOverall, according to the 2025 study, financial advisors reported "notably higher wellbeing" than the general population.
March 19, 2026
Goldman Sachs Takes $42.5M Minority Stake in GeoWealthGeoWealth's family office owner, The Globe Resources Group, retains majority ownership of the TAMP.
March 12, 2026
Duran's Rise Takes Stake in Dynasty-Supported RIARIA Cyndeo Wealth Partners is based in Florida and works with about $3.1 billion in client assets.
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.