The Wealth Advisor

(Adhesion) Outsourced Investment management is a strategy for financial advisors who want to enhance their services and guide their clients toward financial prosperity. RIAs are making the switch to outsourcing, but despite the growing popularity, there are still many misconceptions that may deter advisors from considering this route.

Let’s demystify some of those myths.

Myth 1: Outsourced Investment Management Leads to a Loss of Control Over Investment Decisions

(Zoe Financial) If your goal is to make more money, that’s also likely to conflict with paying less in taxes. As a high earner, you probably think that with more money comes more tax problems and there’s nothing you can do about it. That’s not entirely true, there are strategies you can take advantage of in order to maximize the reduction in your tax bracket. Inevitably, with taxes come a lot of tax questions, and sometimes those questions remain unanswered. 

(Dynamic Advisor Solutions) If you’re a young parent, you’ve likely either experienced yourself—or know someone who has—the familial burden that lingering student loan debt can cast over careers, monthly expenses and wealth accumulation. At a time when you may still be grappling with your own student loan debt, you’re likely already thinking about how to finance college for your children at a time when the cost of higher education continues to rise.