Channel

TAMPs

Outsourced investment management, decoded.

Adhesion: A TAMP With A Difference

Direct Indexing within a Unified Managed Account (UMA) provides a promising solution for clients seeking both the benefits of an indexing approach and the ability to tailor their investments based on unique financial, emotional, or value-ba

TAMPs Jan 15, 2024

Latest in TAMPs

AssetMark: Financial Advisor Best Practices for 2024 and Beyond

Keeping your clients at the center of your strategy is crucial for long-term success. Personalization and effective communication are two ways to strengthen your client-advisor relationships. Position yourself to address the evolving needs of your clients so you can gain their trust and offer reassurance—even if the market gets rocky.

TAMPs

Envestnet: Crager Has Quit

Beginning April 2024, Crager will continue with Envestnet as a Senior Advisor, focusing on client and partner relationships, leaning in on key strategic initiatives, and continuing to be a visionary voice for the financial services industry.

TAMPs

Buckingham Strategic Advisors: Is the 60/40 Portfolio Dead?

Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio, reviews historical and forward-looking returns, and concludes the 60/40 portfolio is not dead

TAMPs

Morningstar Wealth: Economic Questions and Portfolio Positioning

Asset prices change not just in response to economic change, but also in anticipation of it. Portfolio construction must account for economic change—both expected and unexpected.

TAMPs

GeoWealth: Picking The Right TAMP

The right turnkey asset management platform relationship can create opportunities for financial professionals to spend more time engaging clients. But not all TAMPs are equal, and advisors would be wise to consider 7 key points when searching for the right partner.

TAMPs

SMArtX Advisory Solutions Adds 19 Strategies to Its Manager Marketplace

Several existing firms, including Great Lakes Advisors, J.P. Morgan Asset Management, and WBI Investments, added eight strategies to the platform. These strategies encompass a wide range of portfolios across equity, large cap, and growth themes.

TAMPs

Orion: Navigating the 2024 SEC Exam Priorities, Areas of Focus and Expert Tips for Compliance

We distill the essential highlights and draw on insights from our compliance consultant network to guide your firm in exceeding compliance expectations for the upcoming year, with a focus on key themes such as cryptocurrency, the new Marketing Rule and retail investor protections.

TAMPs

What we cover

Sub-channels inside TAMPs.

Model Portfolios + Strategists

Outsourced allocation and the people behind the models.

Direct Indexing Channel

Indexing, broadly, refers to the use of some benchmark indicator or measure as a reference or yardstick. In finance and economics, indexing is used as a statistical measure for tracking economic data such as inflation, unemployment, gross domestic product (GDP) growth, productivity, and market returns.