The Benefits of Outsourcing: Part 2
Last month, we looked at how outsourcing the investment management can help reduce overhead costs and help you build credibility in your investment offering. This month, we’re going to look at how outsourcing can help you buy back a part of your day so you can focus on the parts of your job that t
5 Key Trends from the Disrupt | Advice Conference
Last month I had the pleasure of participating in the inaugural Disrupt|Advice conference hosted by SourceMedia in New York. Described as the first conference that’s laser-focused on all the ways the financial advice business is changing, the event brought together many industry thought leaders
The Benefits of Outsourcing: Part 1
Outsourcing of the investment management function by financial advisors has grown dramatically since its beginnings in the late 1980s. Depending on which studies you reference, somewhere between 25% to 50% of all advisors outsource some or all their investment management functions. That number is de
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
