Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 07, 2025
Orion Nabs Another Former Envestnet Exec to Lead OperationsArun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
January 07, 2025
Addepar Seeks Funding at $3.25B ValuationOver $7 trillion in assets are managed by its platforms, which organize investment data and monitor portfolios.
December 27, 2024
How Advisors Can Protect Clients From Instant Payment FraudScams using Zelle and other platforms are on the rise. Here's what advisors can do.
December 23, 2024
Frontier Asset Launches 6 Active ETFsThe new exchange-traded funds operate on SEI's turnkey Advisors’ Inner Circle Fund series trust.
December 20, 2024
InvestCloud Rolls Out ‘Game-Changing’ Account OfferingOne consultant says the new solution represents a significant breakthrough in private market investing.