5 Tips For Increasing Retention: Encourage Lifelong Clients
Converting prospects is important. However, it’s only half the battle for long-term success: You still need to nurture lifelong clients. This isn’t simply a would-be-nice thing. They’re essential to a firm’s survival. In fact, it’s […]
Improve Time Management by Partnering With Outsourced CIOs
Q: What’s the most expensive commodity? A: Time. It’s the most precious of all assets. No mortal advisor can replace it. So, let’s examine the options for managing yours more effectively. Especially if you find […]
Outsourcing Your Managed Portfolio Gives You More Control
Why Financial Advisors Outsource Investment Management Financial advisor firms are faced with a critical choice that impacts how they manage their clients’ assets. Do they manage their clients’ assets themselves or do they outsource the […]
Why Are More RIAs Delegating Investment Management to Outsourced CIOs
This is a critical decision for every RIA that does not employ an in-house CIO (Chief Investment Officer). When there is no CIO, who makes the day-to-day investment decisions for your RIA’s clients? You could […]
TAMP vs. OCIO – What Is The Best Option For Your Financial Advisory Firm?
Going all the way back to the 1980’s, financial advisors outsourced money management to mutual fund families and Separate Account Managers (SAMs). This strategy created a pooled account option and an individual portfolio management option […]
Top 20 Questions Financial Advisors Should Ask OCIO Candidates For Their RIAs
Let’s assume you have decided to take money management in-house and you are considering bringing on an Outsourced Chief Investment Officer (OCIO) to manage your clients’ portfolios. We know this is a critical decision for […]
Can Outsourced Investment Management Help Advisory Firms Close More Prospects?
If you’ve ever found yourself thinking, “If we could just grow our client base…” you may not be as out-of-luck as you think. The key may simply be outsourcing your CIO. What Are OIM’s Advantages? […]
Why Should I Hire an Outsourced Chief Investment Officer?
A good chief investment officer can benefit you in multiple ways. That’s why they rarely come cheap. The question is: Do you have the funds to bring one onto your staff? On top of their […]
How Can RIAs Determine the Quality of Outsourced Chief Investment Officers (OCIOs)?
When RIAs outsource investment management to CIOs, they want professionals who add substantial value to their firms. We believe that merit is more than their ability to provide superior portfolio management services. In our opinion, […]
Why Are More Advisors Partnering With Outsourced Chief Investment Officers?
Increased investment complexity and easier hiring processes spurred significant growth last year for the global OCIO industry. From 2016 to 2021, it increased from $1.29 trillion in assets under administration (AUA) to $2.46 trillion. Chestnut […]
Accelerate the Growth of Your RIA in 2022 with an Outsourced Chief Investment Officer
Let’s make a few assumptions about your RIA for 2022. Let’s assume your number one priority is to make 2022 a break-out year for new clients, assets, and revenues. You know there is a good […]
Why We Believe More RIAs Outsource to a Chief Investment Officer in 2022
Some RIAs have Chief Investment Officers (CIOs) and some don’t. In general, it is the larger firms that can afford the expense of in house CIO employees (Salary, bonuses, benefits, taxes, support, stock options). Smaller […]