{"id":2270,"date":"2020-01-22T17:03:00","date_gmt":"2020-01-22T23:03:00","guid":{"rendered":"http:\/\/3.96.13.48\/?p=2270"},"modified":"2022-02-09T10:10:11","modified_gmt":"2022-02-09T16:10:11","slug":"recent-developments-may-usher-new-era-of-advisor-independence","status":"publish","type":"post","link":"https:\/\/wellington-altus.ca\/fr\/recent-developments-may-usher-new-era-of-advisor-independence\/","title":{"rendered":"Recent Developments May Usher New Era of Advisor Independence"},"content":{"rendered":"<p>Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms \u2013 a rapidly growing trend in the United States \u2013 amid changing regulations and advances in investment-management technology that makes going it alone more convenient and cost-effective.<\/p>\n\n\n\n<p>A turnkey asset management program (TAMP) ecosystem is being developed in Canada, providing advisors with the technology and tools to become an independent investment counsellor portfolio manager (ICPM).<\/p>\n\n\n\n<p>TAMPs are independent technology platforms that offer advisors the ability to outsource activities such as account setup and documentation as well as discretionary portfolio management.<\/p>\n\n\n\n<p>Click&nbsp;<strong><a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-news\/article-recent-developments-may-usher-new-era-of-advisor-independence\/\">ici<\/a>&nbsp;<\/strong>to read the full article originally featured in<strong> <a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-news\/article-recent-developments-may-usher-new-era-of-advisor-independence\/\">The Globe &amp; Mail&nbsp;<\/a><\/strong>on January 22, 2020.<\/p>","protected":false},"excerpt":{"rendered":"<p>Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms \u2013 a rapidly growing trend in the United States \u2013 amid changing regulations and advances in investment-management technology that makes going it alone more convenient and cost-effective. A turnkey asset management program (TAMP) ecosystem is being developed in [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":2733,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[58],"tags":[79],"class_list":["post-2270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-english"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Recent Developments May Usher New Era of Advisor Independence - Wellington-Altus<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wellington-altus.ca\/fr\/recent-developments-may-usher-new-era-of-advisor-independence\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Recent Developments May Usher New Era of Advisor Independence - Wellington-Altus\" \/>\n<meta property=\"og:description\" content=\"Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms \u2013 a rapidly growing trend in the United States \u2013 amid changing regulations and advances in investment-management technology that makes going it alone more convenient and cost-effective. 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