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TAMPS

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 Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

Monday 8.10.15 by Brooke Southall

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

Monday 8.10.15 by Brooke Southall

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

Monday 8.10.15 by Brooke Southall
2 Comments  
2 Comments  

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

In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators

Thursday 7.30.15 by Brooke Southall

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

In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators

Thursday 7.30.15 by Brooke Southall

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

In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators

Thursday 7.30.15 by Brooke Southall
11 Comments  
11 Comments  

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

The embattled Wellesley, Mass.-based ETF manager filed Chapter 11 to make a sale contingent on transitioning its remaining $5 billion of managed assets

Friday 7.10.15 by Sanders Wommack

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

The embattled Wellesley, Mass.-based ETF manager filed Chapter 11 to make a sale contingent on transitioning its remaining $5 billion of managed assets

Friday 7.10.15 by Sanders Wommack

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

The embattled Wellesley, Mass.-based ETF manager filed Chapter 11 to make a sale contingent on transitioning its remaining $5 billion of managed assets

Friday 7.10.15 by Sanders Wommack
2 Comments  
2 Comments  

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

The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

Thursday 5.7.15 by Lisa Shidler

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

The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

Thursday 5.7.15 by Lisa Shidler

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

The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

Thursday 5.7.15 by Lisa Shidler
4 Comments  
4 Comments  

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

Wednesday 5.6.15 by Brooke Southall

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

Wednesday 5.6.15 by Brooke Southall

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

Wednesday 5.6.15 by Brooke Southall
4 Comments  
4 Comments  

Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

Wednesday 4.15.15 by Brooke Southall

Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

Wednesday 4.15.15 by Brooke Southall

Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

Wednesday 4.15.15 by Brooke Southall
1 Comment  
1 Comment  

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

Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated

Monday 3.2.15 by Brooke Southall

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

Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated

Monday 3.2.15 by Brooke Southall

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

Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated

Monday 3.2.15 by Brooke Southall
4 Comments  
4 Comments  

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

As XY Planning Network hits 61 members, its co-founder bets that Betterment Institutional is the best platform for his mostly younger RIAs

Sunday 3.1.15 by Brooke Southall

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

As XY Planning Network hits 61 members, its co-founder bets that Betterment Institutional is the best platform for his mostly younger RIAs

Sunday 3.1.15 by Brooke Southall

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

As XY Planning Network hits 61 members, its co-founder bets that Betterment Institutional is the best platform for his mostly younger RIAs

Sunday 3.1.15 by Brooke Southall
3 Comments  
3 Comments  

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

TA Associates is acquiring a majority position in NorthStar Financial, which also owns CLS Investments and Gemini Fund Services

Monday 2.9.15 by Brooke Southall

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

TA Associates is acquiring a majority position in NorthStar Financial, which also owns CLS Investments and Gemini Fund Services

Monday 2.9.15 by Brooke Southall

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

TA Associates is acquiring a majority position in NorthStar Financial, which also owns CLS Investments and Gemini Fund Services

Monday 2.9.15 by Brooke Southall
0 Comments  
0 Comments  

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

Lawyers are now threatening class action suits against the $28-billion ETF manager and firms like Raymond James, Stifel and Wells Fargo are making their wariness official

Thursday 1.22.15 by Sanders Wommack

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

Lawyers are now threatening class action suits against the $28-billion ETF manager and firms like Raymond James, Stifel and Wells Fargo are making their wariness official

Thursday 1.22.15 by Sanders Wommack

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

Lawyers are now threatening class action suits against the $28-billion ETF manager and firms like Raymond James, Stifel and Wells Fargo are making their wariness official

Thursday 1.22.15 by Sanders Wommack
2 Comments  
2 Comments