There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio concept. We break it down:

• Pros/Cons of a TAMP
• Pros/Cons of a Model Marketplace
• Conclusion

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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