More Financial Advisors Are Learning The ABCs of TAMPs

By Kathy Longo, CFP®, CAP®, CDFA

Thursday, 28 April 2016

The following article from CNBC provides helpful background information on the Financial Planning industry’s trend toward the use of Turnkey Asset Management Programs (TAMPs).  As stated in my portion of the article, Flourish Wealth Management selected BAM Advisors to provide these services to support our clients.  We have definitely benefited from this decision during the first 2 years at Flourish and are happy to share this article to provide additional perspective about these services.  Enjoy!

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October 2015 | Welcome to Flourish Insights!

Thursday, 08 October 2015

Welcome to Flourish Insights™ where we hope to share our views to benefit your financial well being along with selected insights from influential publications along with our partners at the BAM Alliance. In addition to wealth management and investment information, this monthly newsletter will also be our chance to share firm updates, thoughts, tools and resources that support your path to flourish!

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