Category: OCIO
What Happens to Your Investment Team After Hiring an OCIO?
OCIO adoption is accelerating, and many RIAs are no longer asking whether they should outsource investment management. Instead, they’re asking: What happens after hiring an OCIO? One of the biggest misconceptions is that outsourcing automatically […]
How Can an OCIO Make an RIA More Attractive to Buyers?
Most RIA owners assume buyers are primarily purchasing assets under management, recurring revenue, and client relationships. Those elements certainly matter. However, sophisticated buyers also evaluate how dependent the business is on a small number of […]
The Hidden Cost of Hiring an In-House CIO (That Most RIAs Miss)
Most RIAs don’t miscalculate the cost of a CIO; they underestimate the risk behind it. On paper, hiring a Chief Investment Officer looks straightforward. You budget for salary, add a few tools, and expect stronger […]
RIA M&A Is Breaking Investment Consistency: Here’s How OCIO Fixes It
RIA mergers and acquisitions continue to move forward in 2026, with valuations remaining elevated and private equity capital still active. However, in our experience at Cornerstone Portfolio Research, we’ve seen how RIA M&A introduces diverse […]
The OCIO Due Diligence Framework: How RIAs Should Actually Evaluate a Partner
Many RIAs start the evaluation process with a familiar checklist: performance, fees, and a few high-level questions about services. That seems reasonable on the surface, but it tends to miss key aspects of how an […]
How OCIOs Help RIAs Integrate Alternative Investments Without Taking On Excess Risk
Alternative investments have moved from niche allocations to more common portfolio components. Increased access through model portfolios, interval funds, and even retirement plan options has made it easier for advisors to incorporate these strategies. But […]
How Insurance Agents Can Integrate OCIO Services Into Their Existing Insurance Practice
Building a successful insurance agency requires years of earning trust and fostering long-standing client relationships. No doubt, you’ve worked hard to guide families through complex decisions while helping them protect their assets. It’s only natural […]
Client-Centric Financial Planning: How an OCIO Deepens the Insurance Agent–Client Relationship
For insurance agents, long-term business growth comes down to the strength of your client relationships and providing professional planning advice. But for many agents, keeping up with constantly changing financial markets while providing personalized attention […]
OCIO 101: What Is an OCIO and Why It Matters for Insurance Agents
As an independent insurance agent, you know client conversations rarely stop at policy options. More than ever, clients are asking about market volatility, retirement accounts, and how their investments fit alongside annuities and life insurance. […]
Cornerstone’s OCIO for Multi‑Generational Wealth: Strategies for RIAs in 2025
The largest intergenerational wealth transfer is reshaping client demands. Trillions moving to new heirs mean RIAs must navigate multiple generations with radically different priorities, communication styles, and investment philosophies. This generational shift introduces both immense […]