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

(Amplify) Is the asset management industry shrinking? PwC’s 2023 Global Asset and Wealth Management Survey reports that by 2027, 16% of existing asset and wealth management (AWM) companies “will have been swallowed up or have fallen by the wayside.” PWC also notes that number as nearly twice the historical turnover rate. 

(GeoWealth) From A to Z, here's your glossary of essential industry terms for financial advisors. We cover the hot button terms that your clients want to know more about, whether they've heard it mentioned on CNBC or caught it in the op-ed column of their favorite newspaper.

Check it out HERE.

We’re here to empower you with the knowledge necessary for informed decision-making in the ever-evolving landscape of investment management.

(AssetMark) In the world of finance, the spotlight often falls on investments like stocks, bonds, and real estate. While these assets undoubtedly play a significant role in building wealth, one crucial aspect often overlooked is cash. Contrary to popular belief, cash is far from a stagnant, idle resource. In fact, it plays a vital role in helping clients achieve their financial goals.