Americas Best TAMPS 2024 - 2

2024 AMERICA'S BEST TAMPS
TM
EXECUTIVE SUMMARY ........................................ 3
CLASS OF 2024 ..............................................................4
FROM NICHE TO NORMAL ..........................................5
STATE OF THE INDUSTRY 2024 ...................................5
CHANGE IS COMING ....................................................5
THE FUTURE IS HERE ..................................................6
THE TAMP ADVANTAGE ...............................................7
THE OUTSOURCING EDGE ..........................................7
GET BACK TO WORK ....................................................7
THE RISE OF MODEL PORTFOLIOS ............................7
TAMPs AND MODEL PORTFOLIOS ...........................10
HOW TAMPs GET MODELS TO YOU .........................10
THE RIGHT FIT FOR YOUR CAREER .........................11
A BETTER WRAP FOR CLIENT
AND ADVISOR ALIKE ..................................................11
JOIN THE FINTECH REVOLUTION .............................11
LIBERATED TO DO WHAT YOU DO BEST .................12
TAMP BUILDING BLOCKS ..........................................12
MANAGERS AND PRODUCT SELECTION ................13
FEES .............................................................................13
PERFORMANCE ATTRIBUTION .................................13
TOTAL FEE TRANSPARENCY AT LAST .....................14
PICK YOUR PLATFORM ..............................................14
BUILDING YOUR RELATIONSHIP ..............................14
A NOTE ON AGGREGATION .......................................15
GETTING IT RIGHT ......................................................16
YOUR GUIDE TO TAMPs .............................................17
WHY BUILD WHEN YOU CAN RENT?........................18
PLATFORM, PRODUCT, PROCESS ............................19
REACH FOR TOMORROW ..........................................20
TAMPs BY MANAGED ASSETS ..................................21
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TABLE OF CONTENTS
TAMP PROFILES
Absolute Capital Management ...................................22
Adhesion Wealth Advisor Solutions ............................23
AssetMark .................................................................24
Axxcess Wealth Management ....................................25
Brookstone Capital Management ...............................26
Buckingham Strategic Partners..................................27
CPAlliance .................................................................28
Dynamic Advisor Solutions ....................................... 29
Dynasty Financial Partners..........................................30
Flexible Plan Investments ...........................................31
FusionIQ ....................................................................32
Gemmer Asset Management LLC ..............................33
GeoWealth .................................................................34
intelliflo Advisers Inc. ..................................................35
Orion .........................................................................36
SEI ............................................................................37
Smartleaf Asset Management ....................................38
SMArtX Advisory Solutions ........................................39
USA Financial Exchange ............................................40
UX Wealth Partners, LLC ...........................................41
Zoe Financial .............................................................42
GLOSSARY OF TERMS ...............................................43
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
