Hear from Colin Falls & Ed Lopez
GeoWealth CEO, Colin Falls, sat down with Ed Lopez, Managing Director, Head of Product Management of VanEck and host of the Trends with Benefits podcast. Dive into Episode #123: Scaling Advisor Solutions with TAMPs to learn how turnkey asset management platforms are helping RIAs and how model portfolio adoption has changed over time.
Colin shares how GeoWealth began and how he got the first client on the platform without having a sales team. We discuss the use of TAMPs across advisor types, the growth of model portfolios, and key considerations when onboarding new models.
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The show can be listened to directly from the VanEck website, or you can listen and subscribe to this podcast on Apple Podcasts, Spotify, SoundCloud, and YouTube.
Show Notes:
01:39 -- Intro to GeoWealth
03:43 -- The growth of model portfolios
06:15 -- The mix between ETF and mutual fund models
07:26 -- Advisor-led models
10:43 -- Due diligence in model onboarding
15:13 -- AI in financial services
18:37 -- The start of GeoWealth
25:30 -- Is more M&A activity happening in the TAMP space?
32:10 -- Long-term trend
33:00 -- Trend or fad?
Read the transcript:
DISCLAIMERS: Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. The information provided in this blogpost is intended for general information and educational purposes only. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.
