Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
RIA M&A Activity on Pace for Record-Breaking Year: Echelon
By Michael S. FischerStrong secular trends and supportive capital markets are fueling this frenzy of activity, the report found.
September 09, 2021
Riskalyze Expands Connected Trading: Tech RoundupAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
September 07, 2021
AssetMark Adds SMAs to Advisor PlatformThe suite of 12 SMAs "empowers advisors to meet the changing needs of their clients," the firm says.
September 02, 2021
Orion Mulls More Acquisitions as It Folds In Brinker, HiddenLeversEric Clarke talked to ThinkAdvisor about crypto, its Brinker and HiddeLevers integrations and why Orion chose to hold an in-person conference.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 26, 2021
GeoWealth Introduces New Advisor Service Center Features: Tech RoundupAlso, Morgan Stanley selects eight startups for its latest Multicultural Innovation Lab program.
August 12, 2021
iCapital Expands Pact With Bridgewater: Tech RoundupAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.