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TAMPS

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.

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday 5.9.16 by Irwin Stein

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday 5.9.16 by Irwin Stein

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday 5.9.16 by Irwin Stein
1 Comment  
1 Comment  

Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price

AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return

Monday 4.11.16 by Brooke Southall

Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price

AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return

Monday 4.11.16 by Brooke Southall

Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price

AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return

Monday 4.11.16 by Brooke Southall
0 Comments  
0 Comments  

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec from central casting to run it all

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

Thursday 3.24.16 by Lisa Shidler

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

Thursday 3.24.16 by Lisa Shidler

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

Thursday 3.24.16 by Lisa Shidler
0 Comments  
0 Comments  

Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian

Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box

Thursday 3.3.16 by Sanders Wommack

Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian

Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box

Thursday 3.3.16 by Sanders Wommack

Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian

Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box

Thursday 3.3.16 by Sanders Wommack
3 Comments  
3 Comments  

With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call

WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure

Monday 2.29.16 by Lisa Shidler

With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call

WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure

Monday 2.29.16 by Lisa Shidler

With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call

WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure

Monday 2.29.16 by Lisa Shidler
1 Comment  
1 Comment  

AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 billion from the ocean floor

The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors

Monday 10.19.15 by Sanders Wommack

AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 bi

The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors

Monday 10.19.15 by Sanders Wommack

AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 bi

The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors

Monday 10.19.15 by Sanders Wommack
0 Comments  
0 Comments  

This time Envestnet plays most cards face up as analysts press again for cogent Yodlee deal rationalization

Jud Bergman supposes, though not until 2020, that the merger will yield an extra $200 million in revenues

Thursday 9.24.15 by Lisa Shidler and Brooke Southall

This time Envestnet plays most cards face up as analysts press again for cogent Yodlee deal rational

Jud Bergman supposes, though not until 2020, that the merger will yield an extra $200 million in revenues

Thursday 9.24.15 by Lisa Shidler and Brooke Southall

This time Envestnet plays most cards face up as analysts press again for cogent Yodlee deal rational

Jud Bergman supposes, though not until 2020, that the merger will yield an extra $200 million in revenues

Thursday 9.24.15 by Lisa Shidler and Brooke Southall
1 Comment  
1 Comment  

A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might make sense

Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome

Thursday 9.10.15 by Brooke Southall

A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might

Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome

Thursday 9.10.15 by Brooke Southall

A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might

Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome

Thursday 9.10.15 by Brooke Southall
0 Comments  
0 Comments  

How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet

After hiring 326 people in last 18 months, people are being all but stuffed in closets but a cheap solution is at hand -- a new campus

Friday 8.28.15 by Lisa Shidler

How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating spac

After hiring 326 people in last 18 months, people are being all but stuffed in closets but a cheap solution is at hand -- a new campus

Friday 8.28.15 by Lisa Shidler

How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating spac

After hiring 326 people in last 18 months, people are being all but stuffed in closets but a cheap solution is at hand -- a new campus

Friday 8.28.15 by Lisa Shidler
1 Comment  
1 Comment  

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

Monday 8.17.15 by Sanders Wommack

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quil

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

Monday 8.17.15 by Sanders Wommack

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quil

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

Monday 8.17.15 by Sanders Wommack
2 Comments  
2 Comments