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Tag: OCIO

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 […]
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. […]
5 Tips For Increasing Retention: Encourage Lifelong Clients

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

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 […]
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 […]