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.

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



Print Friendly and PDF

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



Print Friendly and PDF

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



Print Friendly and PDF

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



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.
17 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.
4 shares
The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

Kings of RIA custody Mark Tibergien. Bob Oros, Tom Nally and Bernie Clark in a panel moderated by Sterling Shea -- and a pesky mobile app
1 shares
How an iPhone app cut through stilted questioning at Barron's RIA custody panel in Scottsdale

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

sponsored by:

Get the RIABiz Today
Email Alert »