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Financial advisors and wealth managers alike can now reduce costs and improve performance by employing TAMPs.
TAMPs allow advisors to concentrate on sales, marketing, and relationship management.
This updated 2017 guide explains what you need to know to gain quality services for your clients. Plus, how to protect your relationships.
Download your copy today to learn:
- How to choose the right provider
- Who's who in the SMA, UMA, TAMP arena
- Detailed listings including technology, custodians, fees, programs available, in-house experts, marketing support, and more
- PLUS, a complete glossary of industry terms.