Choosing the Right TAMP: 6 Key Questions to Ask
Jun 14, 2019
By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Focusing on financial planning means advisors need more time to spend with clients. One solution is to outsource investment management to a turnkey asset management platform—but which one? Here is help for sorting through the dizzying array of TAMPs to find one that best suits the needs of your practice.