News, Vision and Voice for
the Advisory Community
tamps sponsored by:

TAMPs


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.

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way


Dynasty Financial Partners drops its passive-referral strategy and hires a ex-HighTower talent to engineer proactivity


'AssetMark' rides again as a $20-billion TAMP with a receding Genworth hangover


Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs


An LPL-ified Fortigent bursts back on the scene with new software, new pricing and a surge of growth


After 'a lot of flak' Fidelity Investments does a study and pledges to change how it manages its $170 billion of target date funds


Envestnet goes back to its un-marketing marketing approach as Marion Asnes (mostly) leaves and her CMO spot gets deleted




An
Exclusive Webinar Video

Answering the Rarely-Answered Questions of Becoming an RIA

brought to you by Play

Browse All Archives


2014


    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 »

Fidelity's alt investments brain trust: 'It used to be three guys and a dog in Greenwich.'
33 shares
Fidelity, Goldman Sachs and Morningstar call 16 top reporters to New York to define the RIA alts problem -- and to explain how their Dream Team solves it

Bill Morrissey epitomizes LPL's ability to grow rapidly.
12 shares
What Derek Bruton's replacement may say about the departure that still has people shocked

Mike Alfred: If you're hoarding all of this data and won't help wholesalers to help everyone get better they won't work with you.
9 shares
BrightScope sees sales soar as formerly adversarial big 401(k) companies buy data about their own business

Derek Bruton: It allowed me to step back and look at all I had accomplished to date and where I wanted to go from here.  In the short term, I will be taking some time to prioritize and recharge.
1 shares
What is the story with Derek Bruton's sudden LPL departure?

Ned Johnson is pitching his fund brethren on a trading club concept.
1 shares
In wake of high frequency trading hoopla, Fidelity Investments is designing 'Sakura' to secure better trades for its 'shareholders'

sponsored by:

Get the RIABiz Today
Email Alert »