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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...

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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...

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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...

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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...

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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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