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TAMP Talks: San Jose, CA
October 30, 2019 @ 10:00 am - 2:15 pm
Open to all advisors, the 2019 TAMP Talks will bring together practice management experts and the Orion Portfolio Solutions teams who will deliver sessions on:
- Evaluating technology to support firm’s front and back office operations
- Steps to simplify UMA processes through MMS™
- New and improved technology, including an enhanced proposal system, more intuitive reporting options and financial planning capabilities
- Upcoming product releases such as direct indexing capabilities, custom SMA solutions, and a suite of turnkey UMA portfolios
- The latest trends in investment management from leading third-party strategists, such as: Advanced Asset Management Advisors, American Funds, Appleton Partners, Clark Capital Management Group, CLS Investments, Cougar Global Investments, Efficient Market Advisors, Horizon Investments, Ladenburg Thalmann Asset Management, Loring Ward, Main Management, Meeder Investment Management, Ocean Park Asset Management, PIMCO, Russell Investments, Toews Corporation, and Wilshire Associates.