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Why Advisors are Considering Outsourcing Investment Management Activities: The Real Benefits of Outsourcing

By Barrett Ayers, President


There’s a gap between what advisors think they should be doing and what clients expect them to be doing. For instance, research shows that the majority of clients—even high net worth clients—prefer their advisors not to handle investment management in house. That trend has fueled an uptick in advisors outsourcing those management activities. That’s good news: Outsourcing allows advisors to expand their services, improve processes, and spend more time with their clients. Read on to learn more about how outsourcing some or all of your investment management services can improve efficiency and free up time to spend on client-related activities.

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By Barrett Ayers, President

For financial professional use only.

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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C24-20942 | 02/2024 | EXP 2-28-2026