Brooke Southall

Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager

Marty Bicknell: The thing I manage is reputational risk.

Mariner Holdings

Montage Investments

Allied Business Group

Marty Bicknell

Tim Skarda

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 CEO of Mariner Holdings prefers not to throw his wealth management clients to the M&A wolves when they liquidate big companies

Marty Bicknell adds an investment bank to his $10-billion RIA and $26-billion asset manager

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