Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
These Two Tech Tools Wowed Judges, Advisors at XYPN Live
By John ManganaroJudges selected a compliant texting solution, while conference attendees favored a CRM platform that helps with client meetings.
November 07, 2024
5 Strategies for Capturing Wealthy ClientsBeing proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.
November 01, 2024
iCapital to Acquire AI-Based AltExchangeThe deal should enhance iCapital's data solutions capabilities for advisors and HNW clients, says the firm, led by Lawrence Calcano.
October 02, 2024
How Private Equity Ownership Will and Won't Change AssetMarkTwo top executives from the firm offered ThinkAdvisor an inside look at AssetMark's growth strategy.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.
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.