FA Turnkey Asset Management Programs (FA Product TAMPs) & Model Marketplaces:
The Investment Management Platforms & Marketplaces Supporting the Managed Accounts Trend

Recently Released!!!
Date Published: July 26, 2022
Summary PowerPoint Deck: 116 Slides
Reference PowerPoint Deck: 833 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor turnkey asset management programs (FA Product TAMPs) & model marketplaces, including their key driving factors, historical development phases, market segments, and future predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. This research is a key part of Tiburon's broader research on financial advisor technology & outsourcing.

This research addresses the key historical phases of FA Product TAMPs & model marketplaces, including:
  • FA Product TAMPs Phase
  • FA Platform TAMPs Phase
  • Model Marketplaces Phase
This research addresses the key market segments, including:
  • FA Product TAMPs
  • Model Marketplaces
This research concludes with several future predictions for FA Product TAMPs & model marketplaces, including:
  • Moderate Growth of FA Product TAMPs & Model Marketplaces
  • Fastest Growth in Models Business & Intersection with Investment Strategists Business


Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.