Lisa Shidler

Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software

Alex Murguia rolled up his sleeves after the product fit wasn't quite right initially.

Buckingham Asset Management

Mercer Global Advisors

InStream

Adam Birenbaum

Alex Murguia

Zohar Swaine

John Wotowicz

Jeff Remming

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 RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

Technology

The Buckingham Companies chose inStream to overcome the 'dead' plan problem

Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software

Related Moves

March 12, 2020 at 1:45 PM

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