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Adhesion Wealth Announces Findings from 2021 Outsourcing Survey

Charlotte, N.C. – September 8, 2021 – Adhesion Wealth, a Vestmark company, announces the findings of a 2021 survey commissioned by Adhesion Wealth and involving more than 330 RIA firms. The results of the survey, entitled Is It Time to Outsource Investment Management?, are in, and they indicate an uptick in the effectiveness of outsourcing investment management.

Investment management was once considered a core component of an advisor's relationship with their clients. These days, however, there is a strong case to be made for outsourcing the task of managing clients' investment portfolios.

“Outsourcing the investment management function holds significant opportunity for many RIAs,” explains Barrett Ayers, President of Adhesion Wealth, adding, “Innovation, in many ways, stems from maintaining a deep understanding of the current marketplace and gauging where it’s headed next. By working with on the survey, we gained the objective insight needed to continue our successful track record as an industry leader. Thanks to all that participated.”

Below are some of the key findings from the recent survey:

  • 72% of advisors report annual assets under management (AUM) growth of 10% or more since they started outsourcing, while 62% report revenue growth of 10% or more.
  • One of the main drivers for outsourcing is improving client relationships. And the survey shows that 69% of advisors found themselves with more time to spend on other services, client relationships, and business development as a result of outsourcing.
  • Advisors currently outsourcing investment management link the strategy to their growth seen in AUM and revenue.
  • Majority of advisors (58%) saw a decrease in operating costs in combination with outsourcing investment management and 18% saw their costs reduced by more than 10%.

Read the complete survey findings…

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Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

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