Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Dynasty Launches First Crypto Options for Its Advisors
By Jeff BermanThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.
March 04, 2021
AssetMark to Buy Voyant for $145MThrough the deal, the turnkey asset management platform provider will pick up financial planning and client digital engagement tools.
February 03, 2021
How Goldman Sachs Is Getting Cozy With Main Street Investors and Their MoneyThe push is happening via Joe Duran's United Capital, now Goldman Sachs Personal Financial Management, and its 360 advisors.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
January 27, 2021
Focus Financial and Orion Form Joint VentureThe move is "about tying banking to advisors, and it's long overdue," said Joel Bruckenstein, head of Technology Tools for Today.
January 25, 2021
CI Financial Buying $23B Chicago RIAIt's the largest U.S. deal ever in terms of assets for the Canadian firm and its 14th since last year.
January 20, 2021
Morgan Stanley Posts Growth in Advisors, New AssetsIts financial advisor headcount grew by 482 from a year ago and from 481 in the prior quarter to 15,950.
January 19, 2021
Merrill Sees Sharp Drop in New Clients as Asset Flows WeakenIts advisor headcount, too, is down from a year ago.