TAMPs

Wealth managers utilizing the SEI Wealth Platform can now view and manage assets custodied with third parties through an advanced integration with SWP’s proprietary core accounting engine.

Financial advisors have more tools at their disposal than ever to enhance clients’ investment outcomes. The challenge lies in integrating these diverse options into a cohesive, diversified strategy.

If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking the following questions can aid your evaluation process.

There is a huge philosophical void between active management and passive management when it comes to running portfolios - either for your client by you personally, or the client doing it by themselves.

We ran a simulation to measure the loss harvesting tax efficiency of direct indexes compared to ETFs. The result: direct indexes were 3 to 5 times better.

Research on +13,000 advisor practices confirmed what many investors suspected: when you separate selling financial products from providing holistic financial advice, you line up a lot better with the client’s best interests. 

In the fiercely competitive landscape, financial advisors must navigate the intricacies of branding, marketing and client experience to stand out and build a loyal client base.