Tag: OCIO
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 […]
Why Is the OCIO vs TAMP Comparison So Often Misunderstood?
Many independent RIAs begin the OCIO versus TAMP decision by comparing fees. That’s understandable, as pricing is easy to measure and feels like the most objective place to start. Platform costs, model fees, and service […]
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 […]
Build an Investment Platform for Less: The Cost-Effective Solution for Insurance Agencies
When insurance agencies consider expanding investment oversight, the real question isn’t whether they can build in-house, it’s whether the cost makes sense long term. What starts as a reasonable idea often turns into a series […]
Scaling Your Insurance Agency: Grow Wealth Management Revenue Without Increasing Overhead
Growing wealth management revenue inside an insurance agency sounds appealing in theory, but it’s also complicated to put into practice. Your clients already rely on you for asset protection and planning, and many want increased […]
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 […]
How Cornerstone Protects Your RIA’s Strategy Amid 2025 M&A
The RIA industry is entering one of its busiest merger and acquisition cycles in recent history. Through 2025, record-breaking deal volumes and private equity investments are transforming the independent advisory space. While consolidation brings opportunity, […]
Why RIAs Are Turning to Cornerstone for 2025’s Investment Expertise
More RIAs are seeking specialized support to keep pace with the rapidly changing investment environment. As 2025 unfolds and 2026 begins, the trend toward partnering with an OCIO, particularly one with deep institutional knowledge and […]
Boosting RIA Efficiency with AI-Powered OCIO Services
Today’s independent Registered Investment Advisors (RIAs) are under more pressure than ever to scale, stay compliant, and deliver institutional-quality portfolio management services. Between managing client relationships, handling back-office demands, and keeping up with fast-moving technology, […]