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Category: Outsourcing

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 […]
Why Investment Research Outsourcing Allows More Time For Financial Planning

Why Investment Research Outsourcing Allows More Time For Financial Planning

The beauty of life at a boutique RIA is, obviously, the independence. Some advisors spend their entire careers never knowing what it is like beyond the reach of a global financial firm’s chain of command. […]
Can Small RIAs Benefit From OCIOs Like the Big Firms Do?

Can Small RIAs Benefit From OCIOs Like the Big Firms Do?

Life in an independent RIA can be great, as far as the freedom from long international chains of command goes. However, one of the few drawbacks may be that your pockets are not as deep. […]
Financial Advisors Increase AUM When They Work With An OCIO

Financial Advisors Increase AUM When They Work With An OCIO

How can you increase assets under management as a financial advisor? Does your firm have an effective marketing strategy for making that happen? The growth of many financial advisors is limited to market appreciation, reinvested […]
Improve Time Management by Partnering With Outsourced CIOs

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

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

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?

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 […]