Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Envestnet Explores Sale of Yodlee
By Gillian Tan & Matthew MonksThe TAMP wants to solicit interest from potential buyers of the data aggregator, which it acquired for $590 million in 2015.
September 26, 2023
AssetMark to Pay $18.3M Over Revenue SharingThe SEC says the firm didn't disclose conflicts of interest tied to its cash sweep program and payments from some custodians.
September 14, 2023
Dynasty Names Industry Veteran Its First Vice ChairmanAndrew Marsh's appointment was one of several executive changes Dynasty announced Thursday.
September 12, 2023
LUMINARIES 2023 Finalists: Financial & Investment Innovation — Firms, Group 2These firms have created unique products, services and processes that meet advisors' and investors' latest needs.
September 10, 2023
Orion Taps AssetMark CEO to Replace Eric ClarkeWhen Natalie Wolfsen joins the firm in mid-October, Clarke will take on a "supporting leadership role."
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.