Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

More financial advisors are learning the ABCs of TAMPs

by: Deborah Nason, special to CNBC.com

Monday, 25 Apr 2016 | 8:00 AM ET

A sharply growing number of financial advisors are outsourcing their asset and investment management to third parties, often referred to as “turnkey asset management programs,” or TAMPs.

According to a recent study by Tiburon Strategic Advisors, TAMPs— which provide technology platforms, investment products or a combination of both — have experienced dramatic growth. Since 2011, TAMPs have gone from less than $147 billion in assets (under management or administration) to $1.75 trillion in 2015.

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Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

More financial advisors are learning the ABCs of TAMPs

Flourish Wealth Management

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

Money and Mental Health: Understanding the Connection Between Emotions and Finances

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