Outsourcing & Its Impact on Advisors
An AssetMark study on how financial advisors can better serve clients and grow their business
Source: 2021 Impact of Outsourcing, AssetMark
AssetMark, engaged an outside research firm to conduct a survey of more than 750 advisors on the topic of investment management outsourcing to better understand the barriers and benefits Here’s what they found:
- 98% stated that they delivered better investment solutions through outsourcing
- 91% reported a growth in total assets
- 4 out of 5 advisors wished they had made the decision to outsource assets sooner
Financial advisors are under increasing pressure to provide more value to their clients. The majority of advisors who outsourced saw stronger client relationships, growth in total assets, higher personal income, and improved work-life balance. Download the study to see on how outsourcing can help you.
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Your Clients, Your Way
Customize, control, and implement your investment program based on the factors that make you and your clients unique.
Flexible & Scalable
Optimize your economics with our myriad portfolio construction and delivery options to create an outsourcing solution that best suits your business.
Powerful Options
Combine your expertise in financial planning and advising clients with the advantages of our powerful portfolio construction and practice management tools.
Service & Support
Leverage our white-glove service and support team to help you to deliver the investment outcomes today’s investors demand.
Transform Your Wealth Management Strategy
Enhance client meetings with real-time portfolio analysis and performance reports, while alleviating time-consuming trading.
Access a comprehensive roster of investment solutions, including SMA managers, ETFs, asset allocation models, and OCIO providers.
Streamline operations with Adhesion Wealth's advanced technology, enabling more time for client communication and relationship-building.
Why Adhesion Wealth?
Adhesion Wealth is a demonstrated wealth management platform offering scalable and customizable services that empower advisors to maintain their unique brand and client relationships. Our proprietary technology streamlines operations and communications, providing truly white-glove service. We strive to form genuine partnerships with advisors, tailoring solutions to best address their clients' needs and business challenges.
About Us
Adhesion Wealth ® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Manager Exchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors gain access to a scalable, multicustodian platform upon which to grow successful practices