More Advisors Using Third Party Money Managers

Wealth managers are racing toward scalability, efficiency, and continuity solutions. A recent survey by FlexShares, entitled The Race to Scalability 2018, confirms the trend of previous surveys, revealing that wealth managers are choosing third-party managers for all or part of their investment management. The proportion of outsourcing advisors has gradually increased to 43%, up from…

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Should You Outsource Investment Management?

By Jim Palumbo   In an article for Advisor Perspectives ( www.AdvisorPerspectives.com ) on July 9, 2018, Sara Grillo, a sought-after marketing consultant and speaker, wrote an in-your-face op-ed regarding how advisors spend their time. Her perspective is factual, candid, and perhaps difficult to embrace for many advisors. She wrote, “As I click the button…

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