Recent Press

Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

Tuesday, 26 April 2016

Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

More financial advisors are learning the ABCs of TAMPs

by: Deborah Nason, special to CNBC.com

Monday, 25 Apr 2016 | 8:00 AM ET

A sharply growing number of financial advisors are outsourcing their asset and investment management to third parties, often referred to as "turnkey asset management programs," or TAMPs.

According to a recent study by Tiburon Strategic Advisors, TAMPs— which provide technology platforms, investment products or a combination of both — have experienced dramatic growth. Since 2011, TAMPs have gone from less than $147 billion in assets (under management or administration) to $1.75 trillion in 2015.

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Kathleen Longo Published in BAM Alliance | It Takes Three: Are You in the Right Relationship?

Friday, 29 July 2016

Kathleen Longo Published in BAM Alliance | It Takes Three: Are You in the Right Relationship?

 

Kathleen Longo shares steps you can take to ensure that the relationship with your advisor is fruitful and fulfilling in It Takes Three: Are You in the Right Relationship? Shared by The BAM Alliance, July 19, 2016

Studies show that 70 percent of women will leave their financial advisor after a major life change, such as the death of a spouse or divorce. Major life transitions bring enough stress and emotion without adding the need to find a new financial advisor or to master your finances. As women also generally outlive men, this longer life expectancy means you will at some point likely require financial counsel.


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