Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Envestnet, ThinkAdvisor Zoom In on Top Active Managers
By Ginger SzalaThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
March 31, 2022
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech RoundupAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.
December 16, 2021
Dynasty's Shirl Penney: Clients Are Fleeing Banks and Brokerages, TooIn fact, they're flocking to the RIA space faster than advisors are, the Dynasty Financial Partners CEO tells ThinkAdvisor.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 02, 2021
Envestnet to Create Unified Annuity Investment Platform for Advisors: Tech RoundupAlso, Edelman Financial Engines to launch "Everyday Wealth With Soledad O'Brien and Jean Chatzky," a podcast and radio show.