Elizabeth MacBride

Secrets of the RIABiz directory -- if you haven't looked lately, you'll be surprised at how the data stash is growing

The RIABiz team is about to give the thriving RIABiz directory a boost -- we're incorporating more companies, and building out the information we have about each one.

RIABiz

Adhesion Wealth Advisor Solutions

Empaxis Data Management

Stephen Van de Wetering

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

It’s time to update and expand the RIABiz Directory, which already lists 250 service providers

Secrets of the RIABiz directory -- if you haven't looked lately, you'll be surprised at how the data stash is growing

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Secrets of the RIABiz directory -- if you haven't looked lately, you'll be surprised at how the data stash is growing

RIABiz Directory

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