Trends with Benefits #123: Scaling Advisor Solutions with TAMPs
13 August 2024
Listen Time 37:24 MIN
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.
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.
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