Videos & Podcasts
BlackRock 2025 Themes: Infrastructure, AI, Bitcoin
Anna Nerys of BlackRock briefly discusses 3 compelling 2025 themes for advisors to consider and specific actions to take
Freedom Advisors
Freedom Advisors
TAMP for Independent Advisors & RIAs
The most modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service. Freedom Advisors helps you achieve true independence for your advisory practice.
Have the Billing Blues?
Here are six strategies financial advisors can employ to personalize fee schedules and automate billing.
TAMP Partner Selection Checklist
Easily Evaluate Potential Platforms
When it comes to finding a truly independent, modern, and flexible investment management platform, there are a number of factors that determine the right choice for your practice.
Do Business the Way You’ve Always Wanted
You want control over your business to do what’s best for your clients. Having your own turnkey asset management platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.
- Your own brand
- Everything in one place
- Easy to do business
- Expert operations staff
- Wide selection of investments
- Household view
- Modern, secure technology
- Competitive and flexible fees
Everything White-Labeled With Your Brand
Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.
Curated Model Marketplace
Select from 600 pre-built models from 100 model providers.
Custodian Choice
Select from fractional share and whole share custodians.
Democratizing Wealth Management
The value of fractional share investing
Discover how to access for your clients a world of premier investment managers historically out of reach for all but high net worth investors.
Group Retirement Plan Services
If you’ve ever thought about offering your business owner and executive clients group retirement plan services, now is the perfect opportunity to do so. Through our Group Retirement Plan Services, Freedom Advisors gives you the resources, tools and support in partnership with some of the most recognized plan service providers.
Your Team
It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.
Discover the Speed and Simplicity of the Freedom Advisors Platform
Are you mired in the labor-intensive, time-consuming processes of:
- Opening accounts & completing transfers
- Finding forms & collecting signatures
- Following up to ensure others do their work
- Constructing portfolios
In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.
Resources
Blog
The 60/40 Debate: Why 70/30 Isn’t the Answer
Without proper management and regular rebalancing, what began as a moderate 60/40 allocation may now resemble a more aggressive 70/30
Investment Commentary
Freedom 2025 Outlook
As we enter 2025, the interplay between elevated valuations, shifting monetary policies, and geopolitical uncertainties underscores the necessity of disciplined
Freedom Advisors offers a curated model marketplace in its turnkey asset management platform (TAMP) to hundreds of RIAs and independent advisors.
600
Model
Portfolios
100
Money
Managers
600
Independent
Advisors
What True Independence Feels Like
With Freedom Advisors, you’re in control. Get started today.