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More about the author: Thomas Balis

Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst® (CFA®) designation as well as the Accredited Portfolio Management Advisor (APMA®) and Chartered Mutual Fund Counselor (CMFC®) certifications.
Deliver Asset Management To Be Thankful For

Deliver Asset Management To Be Thankful For

Happy Thanksgiving from Cornerstone Portfolio Research! This is a time to reflect on what we are grateful for in our lives. This year, as an independent RIA, you also have a great opportunity to make […]
Market Yourself as a Trusted Financial Planner With an OCIO

Market Yourself as a Trusted Financial Planner With an OCIO

It’s one thing to present your firm to prospects as a financial planner. It’s another, entirely, to present yourself and/or your brand as a trusted source. Since existing clients get antsier due to market volatility, […]
Don’t Let Volatility Spook Your Clients

Don’t Let Volatility Spook Your Clients

In the current volatile market, it is more important than ever to make sure your clients feel confident about their investment allocations. However, this need can raise the question: What is the best way to […]
Is Your Broker-Dealer Firm Future-Proofed?

Is Your Broker-Dealer Firm Future-Proofed?

Millennials are currently the largest generation in today’s workplace. Many of them are ambitious, tech-savvy and driven to succeed, making them possible assets to any organization. However, if your firm is struggling with attracting and […]
Build Client Confidence by Utilizing an Outsourced CIO

Build Client Confidence by Utilizing an Outsourced CIO

Half the work of a financial services firm is building and then retaining client confidence. Achieving this requires a consistent experience from the very first contact you make. As a result, this article offers some […]
Can an OCIO Help Stabilize Broker-Dealers’ Retention?

Can an OCIO Help Stabilize Broker-Dealers’ Retention?

The investment management industry is seldom static; it is almost ever-changing. With the advent of robo-advisors and alternative investment options, it is becoming more difficult for independent broker-dealers to attract and retain clients, especially amid […]
Could an Outsourced CIO Help You Become an Independent RIA?

Could an Outsourced CIO Help You Become an Independent RIA?

If you are thinking about becoming a Registered Investment Advisor, but you do not have the in-house resources to make it happen, it may be time to consider an OCIO model. An OCIO is essentially […]
A Demand For Transparency: What RIAs Need From OCIOs

A Demand For Transparency: What RIAs Need From OCIOs

The Chief Investment Officer, or CIO, is at the center of every investment plan’s long-term success. He or She is the one who oversees the fund selection process and works with advisors and planners to […]
Why An OCIO Appeals to HNW Investors

Why An OCIO Appeals to HNW Investors

High-net-worth investors have unique needs. If you want to be the one securing their assets, you must be able to meet those needs. However, in today’s crowded wealth management space, accommodating clients, alone, is not […]
Save Time and Make Money When You Hire an Outsourced CIO

Save Time and Make Money When You Hire an Outsourced CIO

What if we told you that—even during times of volatility—you can still save time and make money? If you are close to stressing out, keep reading. We believe, especially now, that an outsourced chief investment […]