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

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.


Kathleen Longo published in BAM Alliance | Wrap up Year-End Giving

Friday, 18 December 2015

Kathleen Longo shares best practices to maximize your year-end charitable giving plans in her blog titled: Wrap Up Your Year-End Giving .
Shared by The BAM Alliance, December 18, 2015

Although the official start to the “Holiday Season” generally occurs on Thanksgiving weekend, the charitable component so often linked to this time of year is highlighted a few days later with #GivingTuesday, which fell on Dec. 1. If you don’t know already, #GivingTuesday, a relatively recent movement, was created in 2012 by New York’s 92nd Street Y in partnership with the United Nations Foundation as a response to consumerism and commercialization. The event takes place each year on the first Tuesday after Thanksgiving, providing a respite from Black Friday and Cyber Monday, and is designed to be a global day of giving through monetary donations, your time, goods and your voice.

Read the full story here

Top Financial Advisor in Minneapolis

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
Listen to Flourish Financially on Your Favorite Streaming Service

Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved. Powered by AdvisorFlex.