Choosing the Right TAMP: 6 Key Questions to Ask

Jun 14, 2019 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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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.

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