Tag: Investment
The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

The Future of TAMPs with Morningstar’s Daniel Needham (Ep. 7)

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From giving time back to advisors, to reaping the benefits of outsourcing, there’s no denying the advantages of a TAMP. As the industry’s gold standard for data and research, not to mention 2022’s top TAMP of the year, the team at Morningstar’s Wealth Management Solutions knows a thing or two about building a wealth management platform.

In this week’s episode, Daniel Needham, president of Wealth Management Solutions, joins Shannon Rosic to discuss TAMP trends. Daniel shares some of Morningstar’s data, research, and insights with listeners so they can build investment solutions for their clients.

Daniel discusses:

  • The biggest threats to the TAMP industry 
  • The latest trends in TAMPs and wealth management platforms 
  • Why Morningstar chose to invest in the Wealth Management Solutions group
  • Rolling out Morningstar Direct Indexing 
  • And more

Resources:

Connect with Daniel Needham:

Connect with Shannon Rosic:

About our Guest: 

Daniel Needham, CFA, is the president of Morningstar’s Wealth Management Solutions. After the recent acquisition, he also oversees the U.K. and international business of Praemium and their core products, which were re-branded to Morningstar Wealth Platform and Wealthcraft, a Morningstar company.

Prior to his current role, Needham served as president and global chief investment officer since 2015 for Morningstar’s Investment Management group. In 2013, Needham stepped into the global chief investment officer role for the Investment Management group, and he also assumed responsibility for Morningstar’s investment management operations in Europe. Previously, Needham was chief investment officer and managing director for Investment Management in Asia-Pacific.

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The Future of Wealth and Investment Management with Chip Roame (Ep. 6)

The Future of Wealth and Investment Management with Chip Roame (Ep. 6)

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What does the future of wealth and investment management look like?

In this episode Chip Roame, Founder and Managing Partner of Tiburon Strategic Partners and the Tiburon CEO Summits, breaks down the top five trends he’s following in the wealth and investment management industry.

Chip also shares insight into whether these trends are here to stay, and how they should ultimately inform advisors when it comes to growing their business.

Chip discusses:

  • The five trends in the investment and wealth management industry
  • How Tiburon Strategic Partners conducts their research
  • Why advisors should focus on Gen Xers as the most prominent investors of the future
  • How advisors can consider other segments in their business if they want long-term growth
  • And more

Resources:

Connect with Guest:

Connect with Shannon Rosic:

About our Guest: 

Chip Roame is the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits, and a leading strategic advisor to CEOs, other senior executives, & boards of directors in the wealth & investment management (and WealthTech) markets. Prior to forming Tiburon in 1998, Mr. Roame served in similar capacities, first as a management consultant at McKinsey & Company, and later as a business strategist at The Charles Schwab Corporation.

Mr. Roame has responsibility for all of Tiburon’s advisory, research, service, & marketing activities which keeps him on the leading edge of strategic initiatives in the industry’s fastest-growing businesses – registered investment companies (mutual funds & exchange traded funds (ETFs)), direct indexing, managed account programs, hedge funds & liquid alternatives, cryptocurrencies (digital assets), structured products, sustainable investing (ESG), financial, tax, & estate planning, annuities & life insurance, discount & online brokerage, online advice firms (robo advisors), traditional financial advisor channels, break-away brokers, the independent advisor markets, wealth management marketing & LeadGen, wealth management technology & turnkey asset management programs (TAMPs), and wealth manager succession planning & acquisitions.

Mr. Roame has been the host and keynote speaker at the semi-annual Tiburon CEO Summits since their inception in 2001, the key speaker at Tiburon’s weekly Tiburon Webinars, and is the author of over 3,000 Tiburon Written Research topics & profiles.



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