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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.

An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside


How Ron Cordes is putting RIA, UBS, billions of dollars and the Congo into the same impact-investing conversation


After years of working to stand on its own two feet, Placemark staggers into the arms of Envestnet


Russell Investments sells for $2.7 billion and the new owner will flip its $250-billion asset manager -- yet again


With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins


Dimensional Fund Advisors gives its globe-trotting co-CEO some relief by elevating another literal rocket scientist


Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life





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