About
Join
Events
Resources
Select language
Sign in
Michelle L. Bender, CFP
Feb 12, 2018
Should you be using a third-party money manager?
Top of the Table qualifier Michelle Bender outsources her clients’ assets to a third-party money manager (TPAM). She describes how she talks to clients about the advantages of using a TPAM and why that requires an additional fee.
Wealth management
Author(s):
Michelle L. Bender, CFP