Brooke Southall

Little-known Adhesion's big RIA wins less surprising when underlying pedigree is considered

Mike Stier: I wasn’t crazy about having big banks for customers and we were getting unsolicited inquiries from RIAs.

PortfolioCenter

Adhesion Wealth Advisor Solutions

Stier

Vestmark

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

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

Technology

Companies as diverse as First Union, Vestmark, Schwab, Goldman Sachs, [now] Accenture  and Sciens Capital have fingerprints on this fast-riser

Little-known Adhesion's big RIA wins less surprising when underlying pedigree is considered

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Little-known Adhesion's big RIA wins less surprising when underlying pedigree is considered

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