Oisin Breen

Invesco snaps up RedBlack, not long after buying Portfolio Pathways and a few years after its Jemstep acquisition

Invesco

RedBlack

Jemstep

Oppenheimer Funds

Daniel Potter

SS&C Advent

Kyle Van Pelt

AdvisorPeak, Inc.

Martin Flanagan

Raptor Trading Solutions

Sunny Kim

Peter Giza

Bill Winterberg

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 $1.3-trillion AUM Atlanta-based asset manager promises a 'digital' future, but skeptics question how it can work

Invesco snaps up RedBlack, not long after buying Portfolio Pathways and a few years after its Jemstep acquisition

Related Moves

June 11, 2019 at 9:49 PM

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