Recent Press

Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

Tuesday, 26 April 2016

Kathleen Longo Interviewed by CNBC | More Financial Advisors are Learning the ABCs of TAMPs

More financial advisors are learning the ABCs of TAMPs

by: Deborah Nason, special to CNBC.com

Monday, 25 Apr 2016 | 8:00 AM ET

A sharply growing number of financial advisors are outsourcing their asset and investment management to third parties, often referred to as "turnkey asset management programs," or TAMPs.

According to a recent study by Tiburon Strategic Advisors, TAMPs— which provide technology platforms, investment products or a combination of both — have experienced dramatic growth. Since 2011, TAMPs have gone from less than $147 billion in assets (under management or administration) to $1.75 trillion in 2015.

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Kathleen Longo Published in BAM Alliance | It Takes Three: Are You in the Right Relationship?

Friday, 29 July 2016

Kathleen Longo Published in BAM Alliance | It Takes Three: Are You in the Right Relationship?

 

Kathleen Longo shares steps you can take to ensure that the relationship with your advisor is fruitful and fulfilling in It Takes Three: Are You in the Right Relationship? Shared by The BAM Alliance, July 19, 2016

Studies show that 70 percent of women will leave their financial advisor after a major life change, such as the death of a spouse or divorce. Major life transitions bring enough stress and emotion without adding the need to find a new financial advisor or to master your finances. As women also generally outlive men, this longer life expectancy means you will at some point likely require financial counsel.

Kathleen Longo Featured in Financial Advisor IQ | Follow the Advice You Give Your Clients

Friday, 19 August 2016

 

Kathleen Longo shares her inspiration for starting her own firm in Follow the Advice You Give Your Clients for Financial Advisor IQ, August 19, 2016

A few years ago, when I was still working for a larger financial advisory firm, I had a client who was unhappy with his job. The conversation evolved over a series of meetings. When he came in, I’d ask him about how various aspects of his life were going. Whenever we discussed his job, he always sounded unsatisfied.

Happy 2nd Birthday Flourish!

Friday, 15 April 2016

by Kathleen Longo on April 16, 2016 

With thankfulness and appreciation for my supporters, team and clients, I am proud to celebrate the 2nd birthday of Flourish Wealth Management today! It has been amazing journey over the past two years to build a strong foundation for the business. We have been blessed with amazing client experiences and supportive efforts from even more people than I could imagine. It has been a very rewarding personal and professional experience along the way. We are now getting ready for more accomplishments in the next year at Flourish, starting with an exciting hire that we will be announcing soon. My heartfelt thanks go out to everybody that has made the past two years a success beyond my wildest dreams. Cheers to you!!

 


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