GeoWealth: Legacy TAMP Users, It’s Time to Admit Everything is NOT Fine
The truth is, most TAMPs were built over 20 years ago. Do you know what else was built 20 years ago? The very first iPod. Who still carries an iPod?
Recent
Envestnet's Intelligent Financial Life Takes Center Stage at 2022 Advisor Summit
The event spotlighted the many new innovations and investments Envestnet has made to fuel its ecosystem as it evolves beyond portfolio management.
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
The investment will be used to build out fixed income strategies in a UMA, the client’s ability to direct trades, improved manager analytics and more.
Orion Bolsters Wealth Management Business with TownSquare Capital Deal
Deal bolts a formidable outsourced CIO offering onto Orion's larger asset management (Brinker) and technology ecosystem, transforming the landscape.
GeoWealth: The Word “TAMP” Isn’t the Problem
The questions below will help you determine whether a TAMP will empower you to establish an edge over the competition or is just another outdated app.
Orion Infuses Behavioral Finance Into Its Financial Planning Technology
Orion’s goals-based investing approach uses mental accounting to help advisor clients maintain a sense of calm while striving to achieve their dreams.
Adhesion Wealth Awarded Category Winner for Client Driven Innovation at the 9th Family Wealth Report Awards 2022 Program
Judges were impressed with Adhesion's unique direct investment options coupled with UMA technology enabling even small wealth managers to compete.
