Lisa Shidler

In big surprise, Fidelity and Schwab rake in charitable assets -- early, often and unremittingly in 2012

Amy Danforth: We thought there would be a pause after the election, but ... it's only intensified.

Schwab Charitable

Fidelity Charitable

Wealth Architects

Amy Danforth

Kim Laughton

Pat Phillips

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.

TAMPs

Some alchemy of tax-hike fears and consumer confidence has warmed the Grinches' hearts

In big surprise, Fidelity and Schwab rake in charitable assets -- early, often and unremittingly in 2012

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In big surprise, Fidelity and Schwab rake in charitable assets -- early, often and unremittingly in 2012

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