Displaying 30 results
BlackRock to ramp up custom models business with GeoWealth partnership
The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.
AssetMark to snap up multibillion-dollar TAMP business from Morningstar
The strategic alliance will see $12B in TAMP assets switch hands, with more advisors and clients gaining access to AssetMark’s industry-leading platform.
Ategenos reveals “next-generation TAMP” for wealth firms
The firm founded by ex-Brinker Capital execs has unveiled an integrated platform that can meet the needs of RIAs, family offices, and institutions.
Advyzon takes personalized portfolios further in new TAMP partnership
The wealth tech provider is teaming up with Nebo Wealth to create an automated end-to-end solution for RIAs.
The biggest TAMP is looking for a CEO. Could an outsider satisfy investors?
As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Why TAMPs are ‘a powerful tool’ for advisors
Advisor says TAMPs are like ‘a spectrum with dozens of capabilities’ at final RIA Lab event for 2023.
Despite myths, TAMPs help advisors save time
AssetMark's Sara Paulson highlights why advisors should be using turnkey asset management platforms.
InvestCloud took a shot at Envestnet and missed
The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.
GeoWealth investment platform expands down-market with deal for First Ascent
The First Ascent Asset Management TAMP will operate as a separately branded subsidiary of GeoWealth.
Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
Advyzon launches turnkey asset management platform
Advyzon Investment Management will provide advisory tools to manage front- to back-office operations, such as investment decisions on portfolio and model allocations, tax planning and reporting, and rebalancing tools.
Sawtooth Solutions acquired by Simplicity Group
The acquisition was announced more than a year after Sawtooth brought on Echelon Partners as its investment banker to land more capital.
AssetMark posts $84 billion in AUM under new CEO
AssetMark reported a 33.8% increase in AUM following a recent pivot to offer products tailored to registered investment advisers.
Orion adds behavioral finance to its adviser tech
Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and its acquisition of risk management software HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility.
Orion adds trio of execs to C suite
Orion President Noreen Beaman outlines how the three new hires align with the fintech's future growth trajectory. The move comes almost one year after the Brinker Capital merger in June.
Envestnet beefs up leadership for financial ecosystem strategy
The new hires, including former TD Ameritrade and Fidelity execs, are a strategic move by Envestnet to build a digital financial wellness ecosystem.
Wealthtechs launch personalization tools for advisers
Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.
Orion acquires risk management fintech
The platform it's buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
RIAs leverage TAMP tech the most: Report
Turnkey asset management platforms hold more than $2 trillion in managed wealth, and RIAs are the group that's funneling the most assets into TAMPs.
InvestCloud aims to be the Amazon of wealthtech with Tegra118 merger
Global fintech InvestCloud completed a recapitalization that establishes the firm as the latest fintech unicorn while positioning it to rival TAMP offerings, according to experts.
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