TAMPs

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“The different fee structures we’re seeing across our growing practices are on par with advisors providing comprehensive services,” says Jim Cannon.

New subsidiary Voyant provides financial planning, wellness and client engagement solutions to more than 20,000 advisors worldwide.

How many times have you heard investors define risk in terms of standard deviation? To them, risk means running out of money, not testing statistics.

What’s driving all this desire to build large financial advisory operations? One reason may be that in a post-COVID world, tech costs are rising.

Behavioral economics is the underlying theme of the latest augmentations to the Orion platform. New models and allocation tools factor in psychology.

History is full of great duos. When it comes to investing, we have our own great duo, a pairing that goes a long way to determine market direction.

UBS's global reach and iCapital's demonstrated technology will be key for helping us equip advisors with alternative asset tools, Bill Crager says.