--- 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) [![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](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/) - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) Toggle children for Services & Support Main Menu (Press to Return) \> Services & Support - [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) ![Phone in hand](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. 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