Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Orion Realigns Operations
By Jeff BermanThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 05, 2022
Scott MacKillop: The SEC Warning TAMPs Don't Want to Talk AboutSEC is increasing scrutiny of TAMP selection, so choose carefully, the First Ascent Asset Management CEO warns.
June 22, 2022
Portfolio Insights and Outlooks (Video)Asset Manager of the Year Award winners explain what they did in 2021, as well as how they're adjusting their portfolios in 2022.
June 22, 2022
Driving Excellence in Asset Management (Video)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
June 22, 2022
Zooming In on Intelligent Financial Life (Video)Envestnet CEO Bill Crager, industry partners, and this year's award winners define and discuss this groundbreaking development.
May 10, 2022
Orion to Buy HNW-Focused TownSquare CapitalThe deal should add $6 billion to the $60 billion in assets now on Orion's wealth management platform.