FA Product TAMPs:
The Investment Management Platforms Supporting the Managed Accounts Trend

Recently Released!!!
Date Published: March 6, 2017
Summary Power Point Deck: 56 Slides
Reference Power Point Deck: 928 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor product turnkey asset management programs (FA Product TAMPs), including their historical development phases, market growth, leaders, and market predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. This research, along with Tiburon's research on FA Platform TAMPs, supports Tiburon's broader coverage of FA Turnkey Asset Management Programs (FA TAMPs), and Tiburon's even broader coverage of financial advisor technology.

This research addresses the phases of the emergence of FA Product TAMPs, including: 
  • FA Product TAMPs Phase
  • FA Platform TAMPs Phase
  • Institutionalization Phase

    This research addresses the market growth & leaders in the FA Product TAMPs market.

This research concludes with predictions for the future of FA Product TAMPs, including: 

  • Rapid Growth of FA TAMPs
  • Declining Role of FA Product TAMPs
  • Growth in Models Business
  • Intersection with Investment Strategists Business
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