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Q154 - What Is An RIA Aggregator?
For those that follow my content, I often rant about "TAMPs" and "hybrids."
Not that they aren't good solutions, but rather because our industry often uses those terms to refer to offerings that are sometimes not at all similar. (i.e., one "TAMP" provides one type of service, while another "TAMP" has a quite different model.)
It is safe to add "aggregator" to my rant list.
How some market participants define an "aggregator" firm can sometimes look nothing like how another defines it.
In the latest episode (#154) of the Transition To RIA question & answer series I explain the different models…
The skinny
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