Trends with Benefits #123: Scaling Advisor Solutions with TAMPs

Colin Falls, CEO of GeoWealth, one of the largest turnkey asset management platforms (TAMP), joins this episode. Colin shares how GeoWealth began and how he got the first client on the platform without having a sales team. We discuss the use of TAMPs across advisor types, the growth of model portfolios, and key considerations when onboarding new models.

Watch Video
Scaling Advisor Solutions with TAMPs

Show Notes:

01:39 Intro to GeoWealth

03:43 The growth of model portfolios

06:15 The mix between ETF and mutual fund models

07:26 Advisor-led models

10:43 Due diligence in model onboarding

15:13 AI in financial services

18:37 The start of GeoWealth

25:30 Is more M&A activity happening in the TAMP space?

32:10 Long-term trend

33:00 Trend or fad

Trend or Fad

Listen for Colin’s take on money market funds, tokenization, India, and pickleball.

Follow Ed Lopez @thatEdLopez on Twitter.

You can listen and subscribe to this podcast on Apple Podcasts, Spotify, SoundCloud, and YouTube.