News, Vision and Voice for
the Advisory Community
tamps sponsored by:
advertisement

About the TAMPs section:

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.

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



Print Friendly and PDF

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



Print Friendly and PDF

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



Print Friendly and PDF

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



Print Friendly and PDF

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above



Print Friendly and PDF

The very good news that RIAs can take away from the whole Bill Gross imbroglio



Print Friendly and PDF


Browse All Archives


2015


    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Andrew McFadden: As a startup, it is very difficult to limit yourself to working with a specific clientele. Nevertheless, I decided to go by the book and specialize.
27 shares
How exactly I started a specialized RIA for under $10,000

Bernie Clark: We have been working closely with advisor groups over the past year to shape our offer.
8 shares
Schwab makes thousands of its RIAs subject to fee for robo-software, allocation of client cash to Schwab Bank

Mike Durbin: We're clearly serious about being a technology company in the arms race but not necessarily to the exclusion of other third parties.
5 shares
The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

David Giantasio: ['Blue' explains its mission] in measured tones that make me believe it would really rather kill all humans!
1 shares
Trade publication critiques the inhumanity of Schwab's robo advertising

Joe Martinetto: Schwab Advisor Services' RIAs will drive about $8 billion of incremental growth to the balance sheet of the bank in 2015.
1 shares
For sub-$500k accounts, Schwab is sweeping RIA client cash into its bank, pumping up corporate profits

sponsored by:

Get the RIABiz Today
Email Alert »