Mar 30, 2020
The acronym ‘TAMP’ (Turnkey Asset Management Platform) is used freely across the financial industry, denoting an investment platform used to facilitate and streamline investment operations. The proliferation of the term, TAMP, has been spurred by the several different...
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,...
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...
Jan 8, 2019
Advisors:Do Your Clients Deposit Money into their Brokerage Accounts and Not Tell You? Clients do not always provide the same information flow that they may expect of their investment advisors. Events may change the impetus for a financial plan and investment...
Dec 11, 2018
The rapid expansion of financial technology solutions in recent years has purported to change the way advisors run their business. From client profiling and risk assessment tools to digital onboarding and things as seemingly simple as e-signature, the FinTech...
