Lisa Shidler

Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most

Gingras, Patrick.png

Abacus Wealth Partners

Jefferson National

Brand Asset Management

Lexington Wealth Management

Essex Financial Services

Asset Management Group

Laurence Greenberg

Patrick Gingras

Todd Brand

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

The insurer's pared down, flat-fee product garners praise through gritted RIA teeth

Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most

Related Moves

November 27, 2021 at 12:57 AM

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect