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What to Watch Out for When Outsourcing Investment Management

Advisor Perspectives

By Robert Huebscher | May 30, 2019

Industry Press

Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher

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Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher

 

Ever since the growth of robo advisors began to accelerate nearly a decade ago, the dominant trend facing advisors has been the commoditization of investment advice. With the proliferation of high-quality, low-cost investment solutions, advisors have increasingly outsourced their investing, freeing up valuable resources to help clients in other ways. But that doesn’t mean that all outsourced solutions are created equal or that advisors cannot add value through the investment choices that are made on behalf of their clients. Here’s what advisors need to know when choosing an outsourcing solution.

 

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