News, Vision & Voice for the Advisory Community


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

Author Kelly O'Mara March 21, 2012 at 5:41 AM
no description available
Michael Kitces: Now, I actually have a solution we can deliver.



March 28, 2012 — 2:32 PM

TAMP?? what does the acronym stand for?

Brooke Southall

Brooke Southall

March 28, 2012 — 2:51 PM

It’s turnkey asset management program. Apologies for not having it in the article.




June 26, 2014 — 12:39 AM

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June 26, 2014 — 2:10 AM

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Related Moves

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM

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Consulting Firm
Top Executive: Michael Kitces

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