Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Pros, Cons of Envestnet's Move Into the RIA Custody Space
By Jeff Berman"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.
October 28, 2022
Execs Blast SEC's RIA Outsourcing Rule Plan as 'Solution in Search of a Problem'Forcing new vetting requirements on RIAs would be unnecessary and would increase costs, execs including Riskalyze's Aaron Klein said.
October 06, 2022
Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech RoundupAlso, Dynasty has teamed with digital platform Allocate to give RIAs access to venture capital investments.
September 29, 2022
Cambridge Launches New Digital Marketing Solution for Advisors: Tech RoundupAlso, BNY Mellon to provide comprehensive solution to asset manager Aviva Investors.
September 07, 2022
Orion Realigns OperationsThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
August 25, 2022
5 Red Flags to Avoid When Choosing a TAMPThe right TAMP will look for ways to help you better serve your clients and grow your business.
August 23, 2022
How Small RIAs Can Grow While Staying in ControlFirms with $300 million in assets or less must make partnership decisions carefully. Here's what to consider.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.