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Category: High Net Worth

6 posts categorized as "High Net Worth"

Grow Your Firm — and Your Client Relationships — with the Right TAMP

July 31, 2019

While Turnkey Asset Management Platforms, or TAMPs, have been around since the 1980s, their recent surge in popularity — from serving 800 financial advisors in 1995 to serving 180,000 in 20191 — has captured the attention of the financial world. As the industry trends toward advice-led financial planning and away from transactional portfolio management, more…

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How SMAs Can Help You Get into the HNW Game

October 2, 2018

The ability to attract and serve high-net-worth (HNW) investors is essential to growing advisor businesses. HNW clients provide an obvious benefit to an advisor’s bottom line – particularly under the AUM-based fee model that has become standard in our industry. They are also a great source of efficient and scalable growth. An advisor generating greater…

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How to Sell Separately Managed Accounts

May 4, 2018

In all things, a targeted approach is better than a generalist approach. When you have a clogged pipe, you call a plumber. When your roof leaks, you call a roofer. When you’re dealing with High-Net-Worth (HNW) investors, you use investment vehicles designed for HNW investors. Enter Separately Managed Accounts (SMAs) – privately managed investment accounts…

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How to Attract High-Net-Worth Investors – Infographic

March 29, 2018

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Top 7 Advisor Services Ranked by High-Net-Worth Investors

March 15, 2018

High-net-worth clients require robust and sophisticated investment services. That’s what we read in industry articles, say on our websites, and pitch to HNW prospects. But what does it mean exactly? What do HNW investors actually value? Luckily, we don’t have to guess. Here are the most important services according to HNW investors: Six service areas…

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The Way to Your High-Net-Worth Client’s Heart May Be Through Their Computer Screen

March 1, 2018

“There are more millionaires in the U.S. than ever before”. You’ve probably heard this industry buzz-statement more times than you can count. It’s no secret that wealth creation from our current bull market has been substantial. Naturally, the opportunity to secure a high-net-worth business is growing. But is your firm positioned to attract high-net-worth clients?…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

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