Charlotte, N.C. – September 8, 2021 – Adhesion Wealth, a Vestmark company, announces the findings of a 2021 WealthManagement.com 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 WealthManagement.com 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:
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