Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
How Model Portfolios Work in the Real World: Advisors' Advice
By Dinah Wisenberg BrinAdvisors told us how they use model portfolios with clients — or why they don't.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.
December 21, 2022
On Stage: The LUMINARIES 2022 Awards CeremonyWe spotlight this year's winners, who came dressed to impress at the recent industry recognition event in New York's Lotte Palace Hotel.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.
December 05, 2022
4 Questions to Ask About Alternative Investments and Wealth ToolsAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?
November 11, 2022
Pros, Cons of Envestnet's Move Into the RIA Custody Space"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.
November 10, 2022
Envestnet to Move Into RIA Custody ServicesNew partnership with FNZ opens up multiple market opportunities for increased revenues associated with custody, Bill Crager said.
November 01, 2022
Morningstar Launches Direct Indexing Investment OfferingThe offering, part of a growing industry trend, allows portfolios to be tailored to each investor's needs.