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TAMPs


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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.

Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change



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Envestnet acquires Finance Logix on heels of Upside



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Envestnet gets Matt McGinness as it launches an advisor consulting division



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Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform



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After famous Twitter feud, Jon Stein and Michael Kitces make up and join forces



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Boston firm buys Orion Advisor Services as part of NorthStar succession deal



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Big brokers take action on F-Squared funds and Virtus shares reel as SEC actions sink in



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