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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.

Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life


Tiburon CEO Summit extrudes big news: Betterment Institutional is born


How Envestnet is taking its stranglehold on money-managers-to-IBD reps distribution to a much wider channel base of financial advisors


Elliot Weissbluth pooh-poohs the idea that HighTower faces channel conflict as 'stupid and uninformed'


Adam Antoniades names Matt McGinness as his replacement as CEO of First Allied's $4-billion RIA-TAMP to launch new business line


The 6 biggest trends affecting the RIA business


Top recruiter Kevin Geary exits HighTower





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