Brooke Southall

Why Nick Georgis came back to Schwab and how the old hand may bring new vision

Nick Georgis: I had time to get away from the thinking you get from coming to the office and doing the same thing every day

Schwab

McCool

Russell Investments

TAMP

Wetherby Asset Management

Georgis

Advisor Partners

Bernie Clark

Gerald Graves

Dennis Clark

Deb Wetherby

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

The former sales chief believes he is wiser after being away for six years

Why Nick Georgis came back to Schwab and how the old hand may bring new vision

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December 10, 2019 at 2:05 AM

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Why Nick Georgis came back to Schwab and how the old hand may bring new vision

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December 10, 2019 at 2:05 AM

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