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One Year In: Building a Better Platform for Independent Advisors
Over the past year, Titleist expanded its independent advisor platform through seven major
initiatives: TAM Tax Services, the TAM Investments TAMP, white label direct indexing through SS&C
Black Diamond Wealth Solutions, TAM Planning, physical precious metals capabilities through Gold
Bullion International, TAM Coaching, and the TAMX affiliation model built around Altruist and Hazel.
Sep 110 min read
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