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After AIG presses for new deal, SEI unbundles TAMP offerings

The arrangement between the companies had endured a multi-year "dormancy"

Author Brooke Southall May 23, 2011 at 1:51 PM
1 Comment
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Wayne Winthrow: A philosophical shift.

TAMPs


Jim

Jim

May 24, 2011 — 10:53 PM

I think this is a great deal. I think you will see a lot more guys using SEI who just didn’t want to jump through the hoops to get approved. Though, if there is any significant fee hike involved for clients then this may have little impact at all since they can do as well using another TPMM or the firms platform. If they can stay competitve and not shoot it up to 1.4 or 1.5 then it’ll be great. We’ll see.


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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Russell Investments
TAMP
Top Executive: Jennifer Tice

SagePoint Financial
RIA-Friendly Broker-Dealer
Top Executive: Jeff Auld



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