Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Addepar Seeks Funding at $3.25B Valuation
By Katie Roof and Gillian TanOver $7 trillion in assets are managed by its platforms, which organize investment data and monitor portfolios.
December 20, 2024
InvestCloud Rolls Out ‘Game-Changing’ Account OfferingOne consultant says the new solution represents a significant breakthrough in private market investing.
December 19, 2024
Orion to Acquire Summit WealthSummit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
December 17, 2024
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can BuyThe firm submitted plans to the SEC for five mutual funds spanning stocks and bonds.
December 17, 2024
Opto Investments Adds Private Markets Planner FeatureThe new planning tool can help advisors set clients' private investment allocations, the firm says.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 16, 2024
3 Ways to Give Better Advice by Understanding BehaviorChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.