The Impact of Outsourcing

A study that uncovers how financial advisors are better serving clients and elevating their businesses.

Download Now

AssetMark engaged an outside research firm between January and March 2024 to survey about 700 advisors on the topic of investment management outsourcing to better understand the barriers and benefits:

98% stated that they delivered better investment solutions through outsourcing
88% reported a growth in total assets
Advisors that outsource primarily with AssetMark save more than 11 hours per week

Financial advisors are under tremendous pressure to meet increasing client expectations, manage their businesses, and stay compliant in an evolving regulatory landscape. The majority of advisors who outsourced saw stronger client relationships, growth in total assets, higher personal income, and improved work-life balance.

Download the white paper for the latest report on what these advisors are doing, and how it can help you and your clients succeed.

Why AssetMark?

When asked about the benefits of outsourcing, advisors who work with AssetMark cite higher levels of satisfaction and increased benefits compared to advisors who work primarily with another outsource provider.

Download the Study

“You can manage money or relationships, but not both effectively. This is a relationship business; therefore, most advisors would be well served outsourcing investment management.”

Advisor, Independent Broker-Dealer