Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Why the Envestnet-Vestmark Deal Matters for Advisors
By Rob BurgessThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
July 27, 2026
Orion Launches Digital Account Opening Tool for Advisor PortalGoldman Sachs Custody Solutions is the first custodian to integrate the wealthtech's offering.
June 30, 2026
AssetMark Reports Voice Phishing AttackThe breach exposed some client and advisor information.
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.