Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Orion Event Showcases Integration, Inspiration
By Timothy WelshAdvisors with most of their technology integrated have 30% more assets than those who don't, says CEO Eric Clarke.
February 16, 2023
Orion Selects Docupace for Automation: Tech RoundupAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 01, 2023
How Model Portfolios Work in the Real World: Advisors' AdviceAdvisors told us how they use model portfolios with clients — or why they don't.
January 27, 2023
Skip Schweiss: 2023 Is the Year of the TAMPLast year's market turmoil led even hesitant advisors to consider the benefits of outsourced investment management, Schweiss says.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.
December 21, 2022
On Stage: The LUMINARIES 2022 Awards CeremonyWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.