Jun 24, 2019
Mutual funds broke new ground in the investment industry, particularly gaining recognition in the 1980s and 1990s as a way for the retail investor to access active institutional money managers. The industry has continued to grow but has seen a significant challenge...
May 9, 2019
Product TAMPs vs. Platform TAMPs — Which one is right for you? Many firms these days call themselves turnkey asset management platforms (‘TAMPs’) but beneath the name there are ‘product’ TAMPs and ‘platform’ TAMPS. The difference? With a ‘product’ version,...
Apr 25, 2019
Three Critical Strategies for Advisors Thought Leadership from a Technology Leader. This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the...
Mar 27, 2019
What You Don’t Know Can Harm You We all get frustrated with random calls and emails from people we don’t know. Services are set up to block unwanted solicitations and the Federal government has a no-call database you can submit to. So how do firms still get your...
Feb 14, 2019
UMAs are the Modern Day Evolution of Brokerage Account Structures Unified Managed Accounts (‘UMAs’) are the result of an industry that originated with brokers opening commission-based accounts with no access to third party managers which then migrated to SMAs with...
Wormus on WealthTech: Is SMArtX a FinTech or a TAMP?April 25, 2024