Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
iCapital to Acquire AI-Based AltExchange
By Dinah Wisenberg BrinThe deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.
September 12, 2024
Meet the Luminaries Class of 2024 FinalistsFountainbleu / Las Vegas, NV / December 11. 2024
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.
August 27, 2024
Advisors Are Afraid to Retire, and That's a ProblemBroken succession promises are creating a logjam at many firms, says Casey Jorgensen of Dynasty.
July 11, 2024
Can Envestnet 'Right the Ship' After $4.5B Bain Deal?The firm must "realign for better investor outcomes for advisors, custodians and their clients," an industry consultant says.
July 08, 2024
Envestnet Nears Deal to Sell to Bain Capital: ReportThe deal values Envestnet at about $3.5 billion, sources familiar with the discussions told Reuters.
June 20, 2024
AssetMark to Acquire $12B in Assets From Morningstar WealthAdvisors using Morningstar's TAMP will gain access to AssetMark's full platform of services and investment strategists.
June 13, 2024
Fidelity and Envestnet Build Out Wealth Management PlatformThe companies are combining technology and services to offer a comprehensive wealth and advisory solution.