Channel

TAMPs

Outsourced investment management, decoded.

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

Annually, the SEC's Division of Examinations unveils its Exam Priorities, a crucial resource for individuals in SEC-regulated firms. This document provides valuable insights into emerging trends, areas of concern, and compliance gaps based

TAMPs Dec 11, 2023

Latest in TAMPs

Envestnet: Unlocking the Needs Of Today's Affluent Investors And Opportunities For Advisors In Each Generation

Older affluent generations are staying the course with their investments while becoming more cautious about spending, whereas their younger counterparts are diversifying investments and seeking additional financial knowledge.

TAMPs

Dynasty Liberates Career Private Banker To Grow In The RIA Space

Over the next 12 months, PUREfi Wealth plans to expand strategically in key markets by attracting experienced advisors who have shared values, embrace a fiduciary standard of care, and believe that true independence is best for their clients.

TAMPs

Dynamic Advisor Solutions: A Sad Day In Omaha

My most memorable investment and life lessons have always come from Berkshire’s annual shareholder meeting where Warren and Charlie would captivate thousands of investors gathering in Omaha, Neb., for what has come to be known as “Woodstock for Capitalists.”

TAMPs

Flexible Plan: Make The Most Of Client Generosity

It's the philanthropic season. But many donor-advised programs come with high fees and may not offer investors access to the risk-managed investment strategies needed to maximize the potential of their giving account.

TAMPs

GeoWealth: When Do You Keep The Middle Office And When Do You Outsource?

As firms grow in complexity, add new advisors, and introduce more sophisticated investment strategies, managing trading in-house can become cumbersome at best and risky at worst.

TAMPs

Orion: Down To The Stretch

We often consider Orion a technology company but their team produces A+ investment commentary as well. Here's their latest if you want a taste . . . and it's already rated for client distribution as well.

TAMPs

AssetMark: What Is a TAMP and How to Choose the Right One?

Those who know, know: 75% of financial advisors who outsource investment management to a TAMP are spending more time with their clients.

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.