Kelly O'Mara

I look forward to watching the show in my own area. 

Currently I can watch Merriman, an investment advisory firm’s show “Financial Fitness Over 50”. It was very well done. (in my opinion of course :) )

RIA/advisor coach Mark Matson invests half a million in a public television special

Mark Matson: It has the opportunity to be a very controversial show.

Financial Communications Partners

FiComm

Mark Matson

Jason Lahita

Matson Money

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

Matson is using the TV show, his book and personal appearances to spread his investment-strategy gospel

RIA/advisor coach Mark Matson invests half a million in a public television special

Related Moves

September 16, 2020 at 6:00 PM

Maria Marsala

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect