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 Human, Tech Skills Are Both Critical: David Knoch
By Jane Wollman Rusoff"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.
December 05, 2022
4 Questions to Ask About Alternative Investments and Wealth ToolsAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?
November 11, 2022
Pros, Cons of Envestnet's Move Into the RIA Custody Space"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.
November 10, 2022
Envestnet to Move Into RIA Custody ServicesNew partnership with FNZ opens up multiple market opportunities for increased revenues associated with custody, Bill Crager said.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.
October 28, 2022
Execs Blast SEC's RIA Outsourcing Rule Plan as 'Solution in Search of a Problem'Forcing new vetting requirements on RIAs would be unnecessary and would increase costs, execs including Riskalyze's Aaron Klein said.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
September 29, 2022
Cambridge Launches New Digital Marketing Solution for Advisors: Tech RoundupAlso, BNY Mellon to provide comprehensive solution to asset manager Aviva Investors.