{"id":677,"date":"2022-12-26T06:00:01","date_gmt":"2022-12-26T11:00:01","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=677"},"modified":"2023-03-31T15:55:32","modified_gmt":"2023-03-31T19:55:32","slug":"rev-up-reviews-with-an-outsourced-chief-investment-officer","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/rev-up-reviews-with-an-outsourced-chief-investment-officer\/","title":{"rendered":"Rev Up Reviews With an Outsourced Chief Investment Officer"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Today&#8217;s independent broker-dealers are looking for ways to differentiate themselves from the competition and attract more business. At the same time, the demands of keeping Reg-BI-compliant may never have been as high.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An outsourced Chief Investment Officer (OCIO) can help you do all these things and more. If you&#8217;re looking for a way to improve your firm <\/span><i><span style=\"font-weight: 400;\">without<\/span><\/i><span style=\"font-weight: 400;\"> destroying your budget, please read on.<\/span><\/p>\n<h3><b>This article discusses these topics:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Independent broker-dealers\u2019 challenges are growing<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reg-BI has reached its terrible twos: Now what?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adding a team member without paying benefits<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How an outsourced CIO can help with compliance<\/span><\/li>\n<\/ul>\n<h2><b>Independent Broker-Dealers\u2019 Challenges Are Growing<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">In the current economic climate, independent broker-dealers are finding themselves with more and more hills to climb. Regulatory and compliance issues are at the top of the list as constant changes to industry regulations require firms to budget for added costs associated with staying compliant.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The ability to stay in business often comes down to meeting stringent requirements set forth by regulatory agencies, such as FINRA and the SEC. On top of this, firms must ensure that all their activities are correctly documented and reported to relevant bodies. That includes timely filing of forms such as 1099s and quarterly statements.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meanwhile, competition from large financial institutions keeps heating up. Unfortunately, they can often offer advantages that an independent firm may not be able to match. Additionally, they may have better access to both capital and technology, bringing a global reach to bear that\u2019s tough to beat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These are just some of the hurdles independent broker-dealers must clear to keep in operation today. All is not lost, but it\u2019s probably safe to say that the stakes have rarely, if ever risen this high within the industry.<\/span><\/p>\n<h2><b>Reg-BI Has Reached Its Terrible Twos: Now What?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Okay: the deliberately attention-getting header above may be over-the-top. I certainly don\u2019t oppose accountability within the financial industry. Nevertheless, I don\u2019t think you\u2019ll find many advisors ready to swear that the new regulations have brought nothing but good.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Reg-BI has been in full effect for two years now,<\/span> <span style=\"font-weight: 400;\">allowing investors and industry professionals the time to assess this regulatory measure\u2019s impacts. It was intended to ensure that customers are provided with useful information about their investments and it does that. However, some say it\u2019s too restrictive in regard to areas such as commission-based fees.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keeping honest is <\/span><i><span style=\"font-weight: 400;\">always<\/span><\/i><span style=\"font-weight: 400;\"> a good thing. At the same time, adding what might be unnecessarily burdensome red tape in order to promote integrity has made the new rule a mixed blessing in the eyes of many. Thankfully, in the future, Reg-BI will likely be augmented or changed to fit financial conditions and customer preferences better by a financial industry regulatory authority.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Today, firms have to be proactive to ensure that they can remain compliant with any necessary adjustments along the way there. Rule changes, combined with economic developments, will need to be carefully monitored to keep operations secure from disruption.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/is-your-broker-dealer-firm-future-proofed\/\" target=\"_blank\" rel=\"noopener\"><b><i>Is Your Firm Ready for Q1 2023 (and Are You Sure)? It\u2019s Possible to Future-Proof It\u2014And We Can Help.<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>Adding a Team Member Without Paying Benefits<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">By hiring a good <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/market-yourself-as-a-trusted-financial-planner-with-an-ocio\/\" target=\"_blank\" rel=\"noopener\">outsourced chief investment officer (OCIO),<\/a><\/strong> <span style=\"font-weight: 400;\">you can access the same quality of financial insight that is typically found in the top elite firms\u2014without having to pay out the extensive costs of bonuses, salary levels, and benefits. Think of it like dropping a bigger engine into your firm that you don\u2019t have to cover 100% of the upkeep and fueling on.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You could say that the OCIO model might provide the best of both worlds: An experienced one can rev up your reviews, having provided proactive input on possible changes necessary to remain compliant with industry regulations. At the same time, you don\u2019t even have to provide this executive with a parking space.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Don\u2019t get me wrong: The better OCIOs <\/span><i><span style=\"font-weight: 400;\">do<\/span><\/i><span style=\"font-weight: 400;\"> join your team. In fact, you\u2019ll probably want to list him or her on your Our Team page long-term, for multiple reasons. However, they work with you (and, if you like, your clients) remotely, eliminating the need even to provide a desk.<\/span><\/p>\n<h2><b>How an Outsourced CIO Can Help With Compliance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-678 alignleft\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/12\/Cornertone-dec-blog-1-image-2-300x171.jpeg\" alt=\"broler dealer on track \" width=\"367\" height=\"209\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/12\/Cornertone-dec-blog-1-image-2-300x171.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/12\/Cornertone-dec-blog-1-image-2-768x439.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2022\/12\/Cornertone-dec-blog-1-image-2.jpeg 800w\" sizes=\"(max-width: 367px) 100vw, 367px\" \/>At the risk of hammering the point too much, Reg-BI\u2019s increasingly complex requirements could get more cumbersome before things start to improve over the long haul. The level of compliance they want may be frustrating at times, but it\u2019s not going away anytime soon. If expanding your team doesn\u2019t cost as much as an in-house hire <\/span><i><span style=\"font-weight: 400;\">and<\/span><\/i><span style=\"font-weight: 400;\"> the same professional can help you keep fully compliant, hiring the OCIO is a no-brainer.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition to their specialized industry knowledge and experience, the better ones can manage any associated documentation or compliance issues that may arise. This helps ensure due diligence is conducted on all investments (and any paperwork is carefully maintained). Outsourcing a reliable CIO can provide a myriad of other benefits, as well.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Working with this level of horsepower can mean giving your team the confidence to make prudent investment decisions yielding beneficial outcomes for many years to come. The better OCIOs are well-accredited, holding both degrees and certifications (some of which may impress both prospects and up-and-coming members of your staff).\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">At the same time, they can be accessible for questions from both staff and clients alike at your discretion. Not every firm can say that they have a<\/span> <strong><a href=\"https:\/\/www.investopedia.com\/terms\/c\/cfa.asp\" target=\"_blank\" rel=\"noopener\">CFA\u00ae Charterholder<\/a><\/strong><span style=\"font-weight: 400;\"> on their roster, but independent broker-dealers (and RIAs) that outsource to <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/\" target=\"_blank\" rel=\"noopener\">Cornerstone Portfolio Research<\/a><\/strong> <span style=\"font-weight: 400;\">enjoy the privilege.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s not unheard of for a high-net-worth client to research a potential advisor thoroughly before ever making contact. Imagine what having a Chartered Financial Analyst\u00ae on the team could do for you, prestige-wise, when they visit your site! With respect to your current line-up, that could provide <\/span><i><span style=\"font-weight: 400;\">quite <\/span><\/i><span style=\"font-weight: 400;\">a boost.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You never know, either: This extended period of market volatility, which is spurring some investors to consider switching advisors, might be the time in which you need it most. It\u2019s always better to inspire extra confidence than wonder if you could have done more toward retention later. <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/strong> <span style=\"font-weight: 400;\">to learn more.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/connect.cornerstoneportfolioresearch.com\/ebook-12-Reasons-to-Outsource-Portfolio-Management\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-232\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-300x128.jpg\" alt=\"CPS eBook Reasons to Outsource\" width=\"588\" height=\"251\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-300x128.jpg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-1024x438.jpg 1024w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal-768x329.jpg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/CTA-Horizontal.jpg 1250w\" sizes=\"(max-width: 588px) 100vw, 588px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today&#8217;s independent broker-dealers are looking for ways to differentiate themselves from the competition and attract more business. At the same time, the demands of keeping Reg-BI-compliant may never have been as high.\u00a0 An outsourced Chief [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":679,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[14,9],"class_list":["post-677","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-ocio","tag-outsourcing-for-financial-advisors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Rev Up Reviews With an Outsourced Chief Investment Officer - Cornerstone Portfolio Research<\/title>\n<meta name=\"description\" content=\"Independent broker-dealers need ways to stand out. At the same time, keeping Reg-BI-compliant may never have been as challenging. 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