Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Meet the Luminaries Class of 2024 Finalists
By Janet LevauxFountainbleu / Las Vegas, NV / December 11. 2024
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 08, 2024
Envestnet Nears Deal to Sell to Bain Capital: ReportThe deal values Envestnet at about $3.5 billion, sources familiar with the discussions told Reuters.
June 20, 2024
AssetMark to Acquire $12B in Assets From Morningstar WealthAdvisors using Morningstar's TAMP will gain access to AssetMark's full platform of services and investment strategists.
June 13, 2024
Fidelity and Envestnet Build Out Wealth Management PlatformThe companies are combining technology and services to offer a comprehensive wealth and advisory solution.
June 05, 2024
Envestnet Launches Custom Strategies With 4 Big Asset ManagersBlackRock, Fidelity, Franklin Templeton and State Street Global Advisors will become partners in offering solutions for wealthy clients.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
April 17, 2024
Envestnet Considers Possible Sale: ReportThe wealth management platform has received interest from potential suitors, Reuters reports.