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...
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...
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...
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 cutting-edge...
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...
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...
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 optimize...
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 workflows...
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 professionals...
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...
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 pandemic...
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 Orlando,...
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 UX,...
