Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
GeoWealth Gets $38M Infusion, Plans UMAs for Advisors
By Melanie WaddellApollo and GeoWealth formed a partnership to expand access to customizable public-private model portfolios for RIAs.
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 06, 2025
Why Advyzon Chose to Partner, Not Build, to Boost Direct IndexingSyntax Data's offering did everything Advyzon wanted and more, CIO Brian Huckstep says.
April 11, 2025
Envestnet Adds Portfolio Options From State Street, BlackRockThe firm will offer direct indexing from State Street and model portfolios from BlackRock.
April 11, 2025
eMoney Launches Premium Client PortalThe add-on offering includes a new app and personalization options for clients.
March 28, 2025
How Holistic Tax Overlays Can Benefit Wealthy ClientsWhen implemented properly, this approach has the potential to significantly improve clients’ after-tax returns.
March 27, 2025
Robinhood Wants to Be Your Clients' Wealth Manager for $250 a YearThe firm also plans to roll out banking services and an AI investment tool later this year.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.