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 offices throughout the...

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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.

Adapting your mindset and incorporating...

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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 reached a tipping point, and for...

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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 your AUM faster and boost...

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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 expenses and technology fees to...

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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 customer undoubtedly inform the...

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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 operating platform, but your...

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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 you will enhance engagement...

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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 assets and operations on a...

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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 returns.

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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 or troubleshooting technical...

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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 should expect more: a move...

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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 ask, is my platform keeping...

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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 has been an upending time...
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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, product design, strategy and...

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