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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.

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



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



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



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



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



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Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?



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Following 'irregularities' Mark Mandich says Curian Capital will close its doors in 2016



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Bean Town Brahmins -- ex-Windhaven execs -- may pay as much as $100 million for F-Squared remains



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



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