Published April 29, 2021

What’s in a brand? Might seem simple at first. But, your brand itself speaks volumes about YOU, and yet, when was the last time you thought about your company’s name, your logo, or even your overall identity?

At its core, a brand is defined as an identifying symbol,...

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Published April 15, 2021

The executive leadership team at Acme Wealth Management knew they had a problem. More like several problems. Since launching its RIA as a single small office in 2012, the firm had enjoyed a remarkable run of success and now boasted a lofty $1 billion in AUM, multiple...

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Published April 1, 2021

Despite the upheaval of the past year, many RIA firms have continued enjoying organic growth. Now, perhaps more than ever, clients are looking for professionals they can trust to help them make sense of – and adapt to – the continually shifting landscape.

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Published March 18, 2021

Elizabeth wondered if she expected too much. After all, she knew other Advisors who experienced challenges with their turnkey asset management platforms (TAMPs). But most of her peers seemed to accept the everyday annoyances. Elizabeth could not. Her frustration had...

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Published March 4, 2021

Advisors know meeting the expectations of clients quickly, efficiently, and consistently might make the difference between retaining a customer or losing one. Partnering with a tech-forward solution like a TAMP can help you maintain a competitive edge and therefore grow...

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Published February 18, 2021

The cost of a Turnkey Asset Management Platform (TAMP) can be a major differentiator because fee structures are unique from TAMP to TAMP. It’s important that a Registered Investment Advisor (RIA) dives deep into the fee arrangement in terms of both asset management...

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Published February 4, 2021

As a Registered Investment Adviser (RIA), you expect to receive superior customer service from your vendors and partners. You recognize the value of quick response times, tailored solutions, and a friendly voice on the other side of the phone. These interactions as a...

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Published December 15, 2020

In a world where industry changes are measured in months rather than years, keeping pace with industry trends is a must for growing Registered Investment Advisors (RIAs). Not only will you need to offer a broad spectrum of investment choices and leverage a...

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Published December 1, 2020

As a Registered Investment Advisor (RIA), much of your clients' satisfaction will hinge on the array of investment choices you can offer to clients. The more ammunition an advisor has to meet client needs and fulfill investment objectives, the greater the chance that...

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Published November 12, 2020

In many industries, the term “scalable” is used fairly often, and it’s worth a look to see how that concept applies to Turnkey Asset Management Platforms (TAMPs). Understanding scalability can help an RIA determine which platform their firm should leverage to manage...

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Published October 29, 2020

For every Registered Investment Advisor (RIA) in the industry, fees and expenses are undoubtedly a huge concern. The more attractively a fee structure is designed, the more likely it is that an RIA will garner interest from value-conscious investors hoping to...

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Published October 15, 2020

A Registered Investment Advisor (RIA) looking to grow a book of business wants to spend most of the day building relationships and accumulating assets. While administrative functions are an integral piece of the operational puzzle, less time spent tending to...

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