Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Alera Adopts AI-Powered Benefits and Wealth Management Platform
By John ManganaroThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.
November 21, 2024
These Two Tech Tools Wowed Judges, Advisors at XYPN LiveJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 21, 2024
SEC Chair Gensler to Step DownHis exit on Jan. 20 means the SEC could be led by either Hester Peirce or Mark Uyeda.
November 18, 2024
Dynasty Financial Launches TAMPThe Model Select offering enables members of Dynasty's independent RIA network to outsource investment management.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 01, 2024
iCapital to Acquire AI-Based AltExchangeThe deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.
October 02, 2024
How Private Equity Ownership Will and Won't Change AssetMarkTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.