GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
SEI rolls out upgrades to managed accounts program
The investment platform provider adds more SMA and UMA options, reduces costs, and boosts tax optimization tech for advisors.
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.
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.
iCapital launches structured investments offering on Envestnet
The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
