Oisin Breen

Why would an RIA want to use a brokered solution over something like Max or just opening up an online account with Ally? Brokers inherently have conflicts of interest that as a fiduciary, I cannot in good faith refer my clients to

Buckingham Strategic Wealth and Private Ocean hire startup Flourish as agent of FDIC-insured cash in rebuff to more established players like MaxMyInterest

Private Ocean

Buckingham Asset Management

Buckingham

MaxMyInterest

Greg Friedman

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

Flourish sees a  window to contest the incumbents with 'easy button' software that lures  Greg Friedman's and Adam Birenbaum's RIAs, which combine for nearly $55 billion of AUM

Buckingham Strategic Wealth and Private Ocean hire startup Flourish as agent of FDIC-insured cash in rebuff to more established players like MaxMyInterest

John

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