Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Fidelity Launches Turnkey Model Portfolios for Private-Markets Exposure
By Dinah Wisenberg BrinThe suites are available to eligible RIAs and broker-dealers through Envestnet.
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
January 30, 2026
STRATxAI Taps Scott MacKillop for Advisory BoardThe founder of First Ascent Asset Management is widely recognized as a pioneer in the TAMP industry.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.
December 12, 2025
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen YangYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
November 04, 2025
Orion Deepens Schwab Advisor Services IntegrationBeneficiary information will flow automatically from the account profile on the Schwab Advisor Center into the tech platforms.