Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
SEC Censures, Fines Zoe Financial Over Alleged Conflicts of Interest
By Dinah Wisenberg BrinThe referral service failed to fully disclose conflicts around a sub-advisory it operates, according to the agency.
August 12, 2026
Vanguard Launches Custom Model PortfoliosThe asset manager's offering allows advisors to adjust existing models to match client preferences.
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.