Outsourcing to a TAMP enables advisors to spend more time with clients, offer best-of-breed investment management, and gain operational efficiency.
But which is the best choice for your clients, staff, and business?
There are several key factors advisors should consider in this important decision such as investment choices, service levels, technology, pricing, and more.
In this white paper, you’ll learn:
- Current trends in the TAMP space
- Considerations for choosing the right TAMP
- The benefits of outsourcing
Download the white paper to learn more.