The Wealth Advisor

Wealth management has undergone a significant transformation over the past decade. Exchange-Traded Funds (ETFs) have emerged over mutual funds as the preferred investment vehicle suitable for most investors, and the proliferation of separately managed accounts (SMAs) offer unique solutions for complex client situations, democratizing strategies once exclusive to the ultra-wealthy and institutional investors. In this evolving landscape, financial advisors have more tools at their disposal than ever to enhance clients’ investment outcomes.

If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking the following questions can aid your evaluation process.

Whether you’re switching TAMPs or deploying a new TAMP model at your RIA, asking the following 24 questions can aid your evaluation process. To guide your exploratory conversations with potential Turnkey Asset Management Platform (TAMP) providers, we've compiled two dozen key questions you should ask.

There are certain common themes you can find in the best financial advisors. We see one of them, inside the area of portfolio management, all the time. In this episode of The RARE Advisor, we’ll talk about the trump card to portfolio design and how it affects your practice.

The wealth management industry is evolving, quickly. Our latest research on +13,000 advisor practices confirmed what many investors suspected: separation of selling financial products from providing holistic financial advice better aligns the advisor with the client’s best interests. 

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