Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Execs Blast SEC's RIA Outsourcing Rule Plan as 'Solution in Search of a Problem'
By Jeff BermanForcing new vetting requirements on RIAs would be unnecessary and would increase costs, execs including Riskalyze's Aaron Klein said.
September 07, 2022
Orion Realigns OperationsThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
August 25, 2022
5 Red Flags to Avoid When Choosing a TAMPThe right TAMP will look for ways to help you better serve your clients and grow your business.
August 23, 2022
How Small RIAs Can Grow While Staying in ControlFirms with $300 million in assets or less must make partnership decisions carefully. Here's what to consider.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
July 28, 2022
Investors 'Entrenched' in Accessssing Money Through Tech, Study Finds: Tech RoundupSoftware-as-a-Service firm FMG is buying Vestorly, a firm specializing in artificial intelligence-driven content curation for wealth managers.
July 05, 2022
Scott MacKillop: The SEC Warning TAMPs Don't Want to Talk AboutSEC is increasing scrutiny of TAMP selection, so choose carefully, the First Ascent Asset Management CEO warns.
June 22, 2022
Portfolio Insights and Outlooks (Video)Asset Manager of the Year Award winners explain what they did in 2021, as well as how they're adjusting their portfolios in 2022.