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Tag: OCIO

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 […]
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 […]
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 […]