Articles tagged "TAMP"


HeadlinePublish date

After bringing in $500 million in first year, breakaway Lockwood execs set sights on bigger growth

Palladiem is now investing in a big sales talent to reap previously unsolicited clients

August 24, 2012 — 4:56 AM UTC

SEI makes its play for big RIAs by doing some un-SEI things

The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors

June 26, 2012 — 2:26 PM UTC

Loring Ward tells a focus group to let loose on advisors -- and it does

A tony Monterey RIA event becomes blood sport as 15 private investors unleash frustration on professionals

June 11, 2012 — 3:00 AM UTC

With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform

The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently

May 8, 2012 — 3:27 AM UTC

Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service

Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm

March 21, 2012 — 5:41 AM UTC

Nine threats to the RIA business and how they can be avoided

The fragmented 13,000-firm army is poised for great things but too much focus on expediency could bring its own problems

November 14, 2011 — 5:24 AM UTC

How McLean Asset Management is adding practices without making acquisitions

The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing

August 29, 2011 — 2:20 AM UTC

Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP

David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs

June 30, 2011 — 3:08 PM UTC

After AIG presses for new deal, SEI unbundles TAMP offerings

The arrangement between the companies had endured a multi-year "dormancy"

May 23, 2011 — 1:51 PM UTC

Envestnet to zero in on RIAs and family offices

Two new hires from Fidelity's National Financial and Fortgent LLC reflect the outsourcer's strategic direction

March 28, 2011 — 2:18 PM UTC