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Articles tagged "TAMP"


Palladiem founders Stephanie Mackara, Joseph Scavetti Jr., David Feldman and CEO Donald Robinson

After bringing in $500 million in first year, breakaway Lockwood execs set sights on bigger growth
Palladiem is now investing in a big sales talent to reap previously unsolicited clients

Friday 8.24.12
Steve Onofrio: We needed the new wealth platform to enable a new business model.

SEI makes its play for big RIAs by doing some un-SEI things
The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors

Tuesday 6.26.12
Consumers on the panel identified most advisors as being suspect communicators.

Loring Ward tells a focus group to let loose on advisors -- and it does
A tony Monterey RIA event becomes blood sport as 15 private investors unleash frustration on professionals

Monday 6.11.12
Alex Potts: It's the biggest investment we've ever taken on.

With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform
The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently

Tuesday 5.8.12
Michael Kitces: Now, I actually have a solution we can deliver.

Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service
Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm

Wednesday 3.21.12
Brooke Southall: The RIA business needs to be alert to the danger of becoming something uncomfortably similar to the world of banks, brokerages and trust companies that it is trying to reinvent.

Nine threats to the RIA business and how they can be avoided
The fragmented 13,000-firm army is poised for great things but too much focus on expediency could bring its own problems

Monday 11.14.11
Alex Murguia: We needed hit-by-a-bus insurance.

How McLean Asset Management is adding practices without making acquisitions
The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing

Monday 8.29.11
Patrick Sweeny and David Connelly: In 1994, Pat and I felt we were very, very late to the game.

Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP
David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs

Thursday 6.30.11
Wayne Winthrow: A philosophical shift.

After AIG presses for new deal, SEI unbundles TAMP offerings
The arrangement between the companies had endured a multi-year "dormancy"

Monday 5.23.11
Lori Hardwick: RIAs require a much longer sales cycle.

Envestnet to zero in on RIAs and family offices
Two new hires from Fidelity's National Financial and Fortgent LLC reflect the outsourcer's strategic direction

Monday 3.28.11
Scott Thomas: He's catching some in the 401(k) world, too.

Head-to-head: How one advisor went up against a giant of the retirement plan world and won
The $80 million Royal Alliance firm had help from Loring Ward's new 401(k) platform -- and a fiduciary crusader

Thursday 2.17.11
Nick Georgis: I had time to get away from the thinking you get from coming to the office and doing the same thing every day

Why Nick Georgis came back to Schwab and how the old hand may bring new vision
The former sales chief believes he is wiser after being away for six years

Tuesday 3.2.10
Barnaby Grist helped develop sales and business development strategies for Schwab

Barnaby Grist is leaving Schwab and Jon Beatty is stepping up
The prominent Schwab executive goes for a new opportunity in Los Angeles

Friday 2.5.10
Stephen Finn is betting on  Maiorano to keep his growth streak alive

Stephen Finn taps Maiorano to take small custodian to the next level
Schwab RIA pioneer plans to make his custodian more mainstream

Monday 2.1.10
Kevin Crowe: We’re operating on a model that looks like we did 10 years ago.

After a decade of unsteady results, SEI Investments is attracting financial advisors again
Wayne Withrow is taking a patient approach to growth that is helping the TAMP to regain trust among advisors

Tuesday 1.19.10
Ron Cordes: “We haven’t had anything resonate with advisors as powerfully as this.”

RIA hybrids help Genworth's wealth management business to stunning growth
Recovery of Genworth's share price from penny stock status removes block to asset growth

Thursday 11.5.09

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