Outsourcing

Managing Cash in a Declining Rate Environment

4 minute read | November 22, 2024

Over the past 2+ years the Fed consistently raised rates from a low of 0%-0.25% in the pandemic to 5.25%-5.5% by summer 2024. While this period of high and rising rates...

Outsourcing

November 18, 2023

Building a Transformational Client Service Model for Financial Advisors

In the world of financial advising, success hinges on more than just investment strategies and market insights. What truly matters is the client-advisor relationship, a...

Outsourcing

October 13, 2023

Unlocking Career Satisfaction: A Guide for Financial Advisors

It’s been estimated the average person will spend 1/3 of their life at work. As a financial advisor, your career is not just a job; it's a significant part of your life....

TAMP

August 4, 2023

14 Client Questions about TAMPs [with Sample Answers]

Back-office operations in most industries aren’t a topic of conversation with clients. We don’t ask our dentists, real estate agents, or even surgeons about their staff,...

TAMP

July 14, 2023

Turnkey Asset Management Platforms: How to Get Started

You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s...

Practice Management

June 9, 2023

Due Diligence for Financial Advisors: A Comprehensive Guide

Clients want to rely on a financial advisor to make the best investment decisions for their future. As a financial advisor, the many options available can make it challenging...

Outsourcing

May 25, 2022

A Happy Coincidence: Outsourcing and Client Satisfaction

What makes clients happy? Unfortunately for advisors, each person’s recipe for “happiness” is different. So, how do advisors work toward a goal of making clients happy when...

Practice Management

April 29, 2022

How Outsourcing Investment Management Services Gives You More Time

Independent financial professionals wear a lot of hats… but a magician’s hat is not one of them. If you’re like most advisors, you wouldn’t mind waving a wand and pulling...

Outsourcing

February 16, 2022

Financial Advisors’ Front-, Middle-, and Back-Office Outsourcing

In our most recent Impact of Outsourcing study, we asked over 750 financial advisors to report on why, what, and how they outsource elements of their business. Ultimately, we...

Outsourcing

February 2, 2022

What Is an OCIO?

An outsourced chief investment officer (OCIO) is a third-party provider that manages investment-related responsibilities for the clients of wealth management, investment...

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Outsourcing

Managing Cash in a Declining Rate Environment

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