Name
Beyond TAMPs: What’s next for evolving investment/advice platforms?
Date & Time
Wednesday, November 9, 2022, 2:15 PM - 3:00 PM
Description

Digital and robo-advice have made investment management a commodity. Advisors building and managing more complex investment portfolios now have access to a larger set of investment solutions. When advisors realize they do not have resources or expertise to manage all aspects of the client portfolio, they outsource areas at which they are less competent. As a result, new and different turnkey asset management platforms are emerging with improved platform flexibility. Components such as shared discretion capabilities, unbundling of features, digitalization, and integration with other tools within advisor and RIA tech stacks will improve TAMP adoption, but what does it mean when barriers to entry are lower? Advisors can expect increasing competition in an already crowded and fragmented RIA marketplace.

This panel will discuss:

  • What features must investment/advice platforms adapt to respond to market requirements
  • How mergers and acquisitions are changing investment platform capabilities and the broader landscape
  • How advisors outsource asset management and the role of model portfolios
  • How to address broker-dealers’ preferences regarding on-platform and client experience controls