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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 advertiser's-eye view of what the new-look FPA looked like in Seattle



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Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings



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AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer



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Babson Capital's Brigitte Posch travels to Russia with an entourage and comes away with an insider's view of the investment landscape



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Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager



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How a Chicago RIA of PWC origin jumped to $1 billion by lacing its DFA approach with alternative assets



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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



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



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



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



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