Brooke Southall

Fortigent and Adhesion staff up to haul in bigger fish in the outsourcing market

Fortigent hired Chad Givens to conquer California

Fortigent

Adhesion Wealth Advisor Solutions

Stier

Carrai

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

Advisors who never considered outsourcing see it in a different light today

Fortigent and Adhesion staff up to haul in bigger fish in the outsourcing market

Related Moves

September 24, 2019 at 2:02 AM

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