"This may sound sacrilegious for a planner, but Iíll admit it: Iím not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.
Why I’m Using a TAMP for Investment Management
To continue, please sign in or become a member.
Join the On Wall Street
MEMBERSHIP IS FREE
- Access to essential information that independent advisors need to make informed decisions
- Exclusive E-Newsletters delivering the latest headlines to your inbox
- Access to white papers, web seminars, blogs, discussion boards, and CE exams
Have an account?
SIGN IN HERE