--- title: GeoWealth Blog (7) description: Blogs, insights, and educational materials from GeoWealth for Financial Advisors. (7) image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/page/7#top) [Skip to Content](https://blog.geowealth.com/page/7#body) [![GeoWealt](https://blog.geowealth.com/hs-fs/hubfs/Support%20Center/logo-geowealth.png?width=247&height=37&name=logo-geowealth.png "GeoWealt")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) \> About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Technology](https://geowealth.com/advisor-technology/) - [Solutions](https://geowealth.com/portfolio-solutions/) - [Services](https://geowealth.com/services-and-support/) Toggle children for Services Main Menu (Press to Return) \> Services - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) \> Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) \> Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) # Insights from GeoWealth Recent blogs and educational materials from GeoWealth for Financial Advisors. ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-market-commentary-2026-q3.jpg?height=500&name=banner-market-commentary-2026-q3.jpg) [Market Commentary](https://blog.geowealth.com/tag/market-commentary) ## [Market Commentary: Q3 2026](https://blog.geowealth.com/market-commentary-q3-2026) GeoWealth's Investment Solutions team has written market commentary with updates on the market in Q3 2026. ![](https://blog.geowealth.com/hubfs/Headshots/Rob%20Gee%20Square.jpg) **Rob Gee, CFA®, CAIA** 10/8/26, 12:16 PM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/banner-asset-location-umh.jpg?height=500&name=banner-asset-location-umh.jpg) [Operations & Back Office](https://blog.geowealth.com/tag/operations-back-office) ## [Asset Location vs. UMH: A More Scalable Path for RIAs](https://blog.geowealth.com/asset-location-vs-umh-a-more-scalable-path-for-rias) ![](https://blog.geowealth.com/hubfs/Headshots/headshot-josh-hagar-square-rounded.png) **Josh Hagar** 10/8/26, 10:22 AM ![](https://blog.geowealth.com/hs-fs/hubfs/Blog%20Graphics/blog-banner-wealthtech-on-deck-podcast.jpg?height=500&name=blog-banner-wealthtech-on-deck-podcast.jpg) [TAMP & Technology](https://blog.geowealth.com/tag/tamp-technology) ## [WealthTech on Deck Podcast](https://blog.geowealth.com/wealthtech-on-deck-podcast) ![](https://blog.geowealth.com/hubfs/Headshots/2022%2006%20Headshots%20for%20Email%20Signatures/138px_Manley.png) **Katie Bomher** 7/28/26, 11:28 AM ## Explore All Blog Posts from GeoWealth [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--3.png)](https://blog.geowealth.com/does-your-ria-need-to-hire) ### [Does your RIA need to hire? You have options.](https://blog.geowealth.com/does-your-ria-need-to-hire) Is your next "employee" a technology partner? Count yourself in the select group of investment advis... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-10.png)](https://blog.geowealth.com/4-tips-to-increase-the-value-of-your-firm) ### [Four Actionable Tips to Increase the Value of Your RIA Practice](https://blog.geowealth.com/4-tips-to-increase-the-value-of-your-firm) Planning Your Legacy Investment Advisors choose to practice their crafts under the RIA structure for... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--5.png)](https://blog.geowealth.com/how-rias-can-harness-the-power-of-technology) ### [How RIAs Can Harness the Power of Technology](https://blog.geowealth.com/how-rias-can-harness-the-power-of-technology) Staying Ahead of the Curve In retrospect, it’s amazing how far the independent investment advisory b... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-30.png)](https://blog.geowealth.com/how-rias-prospect-and-market-more-effectively) ### [How RIAs Prospect and Market More Effectively](https://blog.geowealth.com/how-rias-prospect-and-market-more-effectively) Standing Out In The Crowd Growing your firm doesn’t happen by accident. The most successful RIAs wil... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-40.png)](https://blog.geowealth.com/how-a-large-fast-growing-ria-solved-its-operational-challenges) ### [Case Study: How A Large, Fast-Growing RIA Solved Its Operations Challenges](https://blog.geowealth.com/how-a-large-fast-growing-ria-solved-its-operational-challenges) Tech-enabled Super Charging $500 million AUM is a notable achievement for an RIA firm, and they had ... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-22.png)](https://blog.geowealth.com/how-rias-create-and-promote-brand-awareness) ### [How RIAs Create and Promote Brand Awareness](https://blog.geowealth.com/how-rias-create-and-promote-brand-awareness) Express Yourself What’s in a brand? Might seem simple at first. But, your brand itself speaks volume... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-38.png)](https://blog.geowealth.com/corporate-ria-finds-tamp-partner-and-saves-50-percent) ### [Case Study: Corporate RIA Finds TAMP Partner & Saves 50%](https://blog.geowealth.com/corporate-ria-finds-tamp-partner-and-saves-50-percent) When you know it's time to find a new TAMP partner The executive leadership team at this Corporate R... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/Blog%20Email%20Header%20Images7.png)](https://blog.geowealth.com/5-ways-rias-can-boost-profitability) ### [5 Ways RIAs Can Boost Profitability](https://blog.geowealth.com/5-ways-rias-can-boost-profitability) Ideas For Your Bottom Line Despite the upheaval of the past year, many RIA firms have continued enjo... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-37.png)](https://blog.geowealth.com/case-study-frustrated-ria-switches-tamp-saves-150k) ### [Case Study: A Frustrated RIA Switches TAMPs, Discovers Freedom, and Saves $150k Per Year](https://blog.geowealth.com/case-study-frustrated-ria-switches-tamp-saves-150k) Embracing new technology to improve your business Elizabeth wondered if she expected too much. After... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images3.png)](https://blog.geowealth.com/what-is-a-tamp) ### [What is a TAMP and How Can One Help Your Practice?](https://blog.geowealth.com/what-is-a-tamp) Exploring the Benefits of a Turnkey Asset Management Platform Advisors know meeting the expectations... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-35.png)](https://blog.geowealth.com/seeing-the-full-picture-when-analyzing-a-tamps-fee-structure) ### [Seeing the Full Picture When Analyzing a TAMP’s Fee Structure](https://blog.geowealth.com/seeing-the-full-picture-when-analyzing-a-tamps-fee-structure) How to Analyze Your All-in Platform Costs The cost of a Turnkey Asset Management Platform (TAMP) can... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images---6.png)](https://blog.geowealth.com/a-tamps-goal-is-to-wow-their-customers-customers) ### [A TAMP’s Goal is to Wow Their Customer’s Customers](https://blog.geowealth.com/a-tamps-goal-is-to-wow-their-customers-customers) Providing a Quality Cusomter Experience As a Registered Investment Adviser (RIA), you expect to rece... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images--6.png)](https://blog.geowealth.com/is-your-tamp-built-for-the-long-haul) ### [Is Your TAMP Built for The Long Haul?](https://blog.geowealth.com/is-your-tamp-built-for-the-long-haul) A Strong Foundation is Key In a world where industry changes are measured in months rather than year... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-20.png)](https://blog.geowealth.com/why-investment-flexibility-matters) ### [Shouldn't the Advisor Be In Control? Why Investment Flexibility Matters.](https://blog.geowealth.com/why-investment-flexibility-matters) Giving Advisors Room to Roam As a Registered Investment Advisor (RIA), much of your clients' satisfa... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----5.png)](https://blog.geowealth.com/attaining-faster-growth-and-higher-margins-through-a-scalable-tamp) ### [Attaining Faster Growth and Higher Margins Through a Scalable TAMP](https://blog.geowealth.com/attaining-faster-growth-and-higher-margins-through-a-scalable-tamp) Can a TAMP help you grow your business? In many industries, the term “scalable” is used fairly often... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-33.png)](https://blog.geowealth.com/understanding-the-true-cost-of-a-tamp) ### [The Fee Factor: Understanding the True Cost of a TAMP](https://blog.geowealth.com/understanding-the-true-cost-of-a-tamp) Recognizing Value For every Registered Investment Advisor (RIA) in the industry, fees and expenses a... Explore additional blog articles: [Previous Page](https://blog.geowealth.com/page/6) [4](https://blog.geowealth.com/page/4) [5](https://blog.geowealth.com/page/5) [6](https://blog.geowealth.com/page/6) [7](https://blog.geowealth.com/page/7) [8](https://blog.geowealth.com/page/8) [Next Page](https://blog.geowealth.com/page/8) # *Thought Leadership* What We’re Thinking About Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (24)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (16)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal. [Overview of Solutions](https://geowealth.com/geowealth-overview-investments-technology-service/) Get Powered by GeoWealth. Schedule a Demo Today. [![Schedule a Demo](https://no-cache.hubspot.com/cta/default/7742095/8a023122-555e-481f-a634-e81497b6f22d.png)](https://cta-redirect.hubspot.com/cta/redirect/7742095/8a023122-555e-481f-a634-e81497b6f22d) [![GeoWealth](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=280&height=42&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "GeoWealth")](https://geowealth.com/) **PLATFORM** - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) - [FAQs](https://geowealth.com/geowealth-faqs/) **COMPANY** - [About](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [In The News](https://geowealth.com/news/) - [Resources](https://geowealth.com/resources/) **CONTACT** - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) GeoWealth is a registered trademark of GeoWealth, LLC  |  © All Rights Reserved  |  [Privacy Policies](https://geowealth.com/policies/)  |  [Form ADV](https://adviserinfo.sec.gov/firm/summary/148222)  |  Do Not Sell/Share My Personal Information [444 N. Michigan Ave, Suite 3150](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [Chicago, IL 60611](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [312.219.9160](tel:312-219-9160) [connect@geowealth.com](mailto:connect@geowealth.com) *Information presented is for informational and educational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Content is general in nature and should not be construed as personalized investment, legal, tax, or accounting advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Investment Advisory Services offered through GeoWealth, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Please consult appropriate professionals regarding your specific circumstances. Links to third-party websites are provided for convenience only; GeoWealth is not responsible for the content of external sites.*