Recently Released!!!
Date Published: July 10, 2019
Summary PowerPoint Deck: 81 Slides
Reference PowerPoint Deck: 945 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor turnkey asset management programs (FA TAMPs), including their historical development phases, core market segments, key competitive components, and future predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. FA Platform TAMPs have emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and captive channels. This research is a key part of Tiburon's broader research on financial advisor technology.

This research addresses the phases of the emergence of FA TAMPs, including:

• FA Product TAMPs Phase
• FA Platform TAMPs Phase
• Maturization Phase

This research highlights the market segments of FA TAMPs, including:

• FA Platform TAMPs
• FA Product TAMPs

This research also outlines the key FA TAMP competitive components, including:

• Technology Components
• Investment Products
• Operations & Administration
• Business Building Assistance

This research concludes with several future predictions of FA TAMPs, including:

• Rapid Growth of FA TAMPs
• Growing Dominance of FA Platform TAMPs
• Emerging International Opportunities for FA TAMPs
• Private Equity Infusion & Consolidation of FA TAMPs