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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.

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above



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The very good news that RIAs can take away from the whole Bill Gross imbroglio



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



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