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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Published October 1, 2020

Turnkey Asset Management Programs (TAMPs), in some form, have been around for decades.1 But many have grown to become take-it-or-leave-it monoliths. You may purchase an entire suite of software modules yet end up using only a few of them. Today’s financial...

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Published September 17, 2020

Technology never sleeps. Client expectations never diminish. And as 2020 has shown us all, nothing is a given or remains the same.

While guiding clients through these extraordinary times, financial advisors who depend on a Turnkey Asset Management Platform (TAMP) may...

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Published August 25, 2020

By Colin Falls, President, GeoWealth as published in WealthManagement.com’s 2020 Midyear Outlook

I write this on June 9, as our country is just beginning to reopen and the National Bureau of Economic Research officially stated that we have entered a recession. The...
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Published February 28, 2020

A recap by Scott Silverman, SVP and Head of Distribution at GeoWealth.

GeoWealth was recently on the ground for several of the best conferences in our industry: Inside ETFs in Hollywood, FL., T3 2020 in San Diego, CA., and TD Ameritrade National LINC 2020 in...

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Published January 21, 2020

Q&A with Chris Daly, SVP, Chief Digital Officer of GeoWealth

As Chief Digital Officer, Chris oversees all aspects of GeoWealth’s visual and user experience in addition to leading the digital product management team.

Chris’ career has spanned over 20 years, covering...

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