TAMPs

The relationship has grown from a technology-only solution to a more comprehensive trust and wealth management platform over the last two decades. More ahead.

One of the steps will be deciding which accounts to switch to fee-based and which are best to remain commission-based. Identifying clients who are compatible with the fee-based structure and who stand to benefit the most from comprehensive advisory services can go a long way toward a successful transition and long-term client satisfaction.

You don't need to brag about your back-office operations and partnerships but sometimes learning a little more about how you work can help your clients feel good about coming to you with their day-to-day financial concerns. Transparency feeds trust.

Evan Rapoport founded SMArtX Advisory Solutions in 2017 with a commitment to change the way managed accounts are administered. Under Mr. Rapaport's leadership SMArtX has become widely recognized as an industry leader in the managed accounts technology industry.

Some funds are zombies, bleeding assets and relevance with every day. The investment gurus at Flexible Plan Investments track every one as they hunt ever-better fits for their dynamic strategies. Want to know which ones they mark as "off limits?"

A bigger question is: How much is cash costing your clients? In the short term, the opportunity cost is very little. On average, cash only underperforms the stock market by 8% over one-year periods. But the differential increases exponentially over time.

USA Financial continues to put out great video materials that educate advisors and clients alike on what's really going on in the economy. This one is especially good, focusing on the challenge the Fed faces in fighting against the larger headwind in order to finally get inflation under control.