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Jan 08 | 2019
A Different Kind of TAMP
A Different Kind of TAMP The term “TAMP” is fairly well known among the investment advisory industry. For those not as familiar, TAMP means, Turnkey Asset Management Program. According to Investopedia, “TAMPs let professionals delegate asset management responsibilities to someone else who specializes in it.” In addition, “TAMPs also handle account administration, billing and reporting.” Now, […]
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Jan 02 | 2019
A Tale of Two Breakaways
A TALE OF TWO BREAKAWAYS One Successful, and One a Cautionary Tale One advisor lost 30% of his book. What can you do to avoid that outcome? Independent RIAs are the fastest growing segment of the financial services industry according to the Cerulli Associates RIA Marketplace report[i]. “While the wire-house assets are shrinking 1.9% per […]
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Dec 12 | 2018
Considering a Revenue Model Change?
ARE YOU CONSIDERING A REVENUE MODEL CHANGE NEXT YEAR? An article written by Bob Veres, published on Monday by Advisor Perspectives discusses what Mr. Veres believes are the five challenges advisors facing advisors in 2019. Click here for the full article. For the challenges Mr. Veres outlines, he also offers an action plan recommendation. For purposes of […]
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Dec 05 | 2018
When is the Right Time For a COO?
When is the right time for a COO? Can you afford to not have one? As an advisory practice grows over time, advisors are faced with the challenges associated with the growth. Those challenges could be; dealing with technology, staff, compliance/regulatory, in no particular order. In my experience, consulting to advisors over the last decade-plus, one thing […]
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Nov 27 | 2018
Do you have a plan to break away from your current firm?
LEGAL CONSIDERATIONS FOR BREAKAWAY ADVISORS …and FAs leaving a BD or RIA By David Abell, Esq. Marrs Griebel Law, LTD When a broker or advisor decides to go independent, one of the most important considerations is business continuity. As a wealth manager you may ask, “How many of my customers will choose to follow and […]
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Nov 21 | 2018
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