Tuesday, 26 April 2016
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.
CONTINUE TO FULL STORY
Tuesday, 05 April 2016
Flourish Wealth Management was ranked among the Top 10 Best Financial Advisors in Minneapolis, St. Paul, and Edina (Minnesota)
See The Award Listing
Saturday, 05 March 2016
Kathleen Longo shares questions you should consider asking your aging parents in her blog titled: Seven Essential Questions to Ask Your Aging Parents Shared by The BAM Alliance, March 3, 2016
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
Tuesday, 15 December 2015
Kathleen Longo featured as part of Women Who Mean Business focus in the January 2016 issue of Minnesota Business magazine.
“The wealth management industry offers incredible opportunity for young women as the industry is heavily weighted toward older male advisors; studies show that there will be a shortage of planners in the future.”
Read the full story here
