What Platform is the Right Fit for Me?

    A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment management platform. Most preva... Learn more

    Fractional Share Multi-Manager UMA Models: Using Fractional Shares to Build Client Portfolios

    In an earlier post, we discussed the growing interest in fractional shares, especially among investors interested in diversified portfolios with a large number of stocks ... Learn more

    Advisor Finds a TAMP Taking Client Support to a Whole New Level

    Like many independent advisors, Kevin Stinson knew that selecting the right TAMP for his practice was one of the most critical business decisions he would make. Kevin als... Learn more

    EQIS and 3D/L Come Together to Form Freedom Advisors

    Strategic merger fueled by financial partner Long Ridge combines two boutique turnkey asset management platforms known for investment excellence and personalized, white-g... Learn more

    How a growing RIA found the right TAMP to transition its clients with perfect precision

    John Zanner was one step away from freedom. John dreamed of running his own practice. He would be free to do what he did best, and free to do what was best for his client... Learn more

    Efficient & Effective Client Portfolio Management

    In-House vs. Outsourcing of Portfolio Management When it comes to managing your clients’ portfolios, you can: Learn more

    Attracting New Clients with Digital Marketing

    Over the past year, the world as we know it has changed in many ways. This has led to a major shift in the way financial advisors grow their book of business. Learn more

    Six questions to ask yourself about your TAMP’s service team

    Sometimes it seems that service is a lost art in today’s world. According to a recent survey by Microsoft, 90% of consumers choose a company based on the quality of its s... Learn more

    Building Long-Term Equity in Your Practice

    Today you are running your own practice as an independent advisor and no doubt enjoying all of the benefits that entails – the freedom to be your own boss and serving you... Learn more

    Your Client Experience: 7 Expectations Your Clients Assume You Will Provide

    When examining your client experience, think about it from their perspective. What are they looking for from their financial advisor? Of course, they want an advisor with... Learn more