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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.

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




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