Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Driving Excellence in Asset Management (Video)
By Envestnet (sponsored)Asset Manager of the Year Award winners highlight the processes, philosophies and methods that support stellar performance.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 07, 2022
Fidelity Adds Tax-Aware Model Portfolios, SMAsThe new Fidelity Target Allocation Tax-Aware Model Portfolios include nine equity and fixed income mixes, available now.
March 31, 2022
UBS, Envestnet and iCapital Launch Alternatives Exchange: Tech RoundupAlso, eMoney Advisor adds white labeling to its Incentive financial wellness app.
March 17, 2022
Edward Jones to Plow $1B Into Tech This Year: Tech RoundupAlso, Pershing X, led by Ainslie Simmonds, announced a new partnership.
February 22, 2022
Envestnet Weighs Options After Getting Takeover InterestThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.