Tag: outsourcing for financial advisors
Why We Believe More RIAs Outsource to a Chief Investment Officer in 2022
Some RIAs have Chief Investment Officers (CIOs) and some don’t. In general, it is the larger firms that can afford the expense of in house CIO employees (Salary, bonuses, benefits, taxes, support, stock options). Smaller […]
Everything You Need to Know About Outsourcing Investment Research
Outsourcing investment research can revolutionize your business. In fact, if you’re a Registered Investment Advisor (RIA), you probably have a lot on your plate. And because the past two years have been particularly volatile, managing […]
12 Reasons Why RIAs Are Moving to an Outsourced CIO Model
Successful investment advisors can be faced with two major decisions that will have a major impact on the future of their businesses. First, who makes investment decisions for their clients’ assets. And second, how do […]
Top 5 Tips Why OCIOs Make Independent RIAs More Marketable
Let’s assume you have two choices when it comes to the management of your clients’ assets. Your firm can manage the money or you can outsource this responsibility to an external third party. When you outsource […]
Cornerstone Portfolio Research Launches New Website
Cornerstone Portfolio Research is thrilled to announce the launch of our new and improved website! The new site went live on October 1, 2021. The updated look and feel will make it easier to find […]