According to “Pensions & Investments,” demand for outsourced chief investment officer (OCIO) services by institutional investors has surged by 86% since 2017. Why? Because investing has become much more complicated and, coupled with the increased volatility of the markets, doing … Read More

Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively serve and advise a growing clientele and meet increasing regulatory requirements warrant offloading many tasks advisors handle themselves. Hiring a … Read More

A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment management platform. Most prevalent among these factors is advisor need to escape stifling bureaucracy. “The platform that makes it easy … Read More

Like many independent advisors, Kevin Stinson knew that selecting the right TAMP for his practice was one of the most critical business decisions he would make. Kevin also understood that while he could benefit by outsourcing many of his front … Read More

John Zanner was one step away from freedom. John dreamed of running his own practice. He would be free to do what he did best, and free to do what was best for his clients. So, John established his own … Read More

Partnering with the right institutional asset management firm allows you to delegate portfolio construction, management, and ongoing maintenance activities to skilled professionals with years of proven experience.

Over the past year, the world as we know it has changed in many ways. This has led to a major shift in the way financial advisors grow their book of business. In the past, many advisors and financial planners … Read More

Sometimes it seems that service is a lost art in today’s world. According to a recent survey by Microsoft, 90% of consumers choose a company based on the quality of its service, while 58% of consumers will switch service providers, … Read More