Recent

Feb. 17, 2025

The “TAMP+” Difference: Brookstone’s Path to Practice Growth

As traditional TAMPs race to differentiate through digital tools, Brookstone Capital Management has charted a different course. By combining sophisticated technology with intensive practice development support, succession planning expertise, and deep insurance knowledge, the firm has created a partnership model that delivers what advisors need most: a clear path to sustainable growth.

Feb. 13, 2025

Smartleaf Asset Management: Revolutionizing Household-Level Portfolio Management Through Automation

Smartleaf Asset Management (SAM) is redefining TAMP capabilities with automated, household-level tax optimization. While many firms struggle to implement true UMH solutions, SAM seamlessly delivers real automation, freeing advisors from manual portfolio management while enhancing tax efficiency. With proven results in market volatility, daily tax savings reports, and scalable personalization, Smartleaf empowers advisors to focus on client relationships and strategic guidance.

Feb. 6, 2025

GeoWealth Expands TAMP Reach with Custom Solutions and Strategic Partnerships

As advisory firms struggle to scale custom portfolio solutions and alternative investments, GeoWealth is carving out a unique position in the TAMP space. With new partnerships with BlackRock and Goldman Sachs, plus the rollout of alternatives in UMAs, the platform is helping advisors serve both mass affluent and high-net-worth clients without sacrificing efficiency or control.

Feb. 4, 2025

Streamlining Success: Dynamic Advisor Solutions’ High-Touch TAMP Services

Dynamic Advisor Solutions offers a robust support system for independent financial advisors, handling administrative burdens and delivering accessible, institutional-quality investment management. CIO Kostya Etus explains how their comprehensive services empower advisors to focus on clients and grow their businesses confidently.