Advisors are increasingly using investment management outsourcing to give them more time with their highest value clients. While some advisers choose to completely outsource investment management, others prefer to pick and choose from a variety of options such as outsourcing only marketing commentary or SMAs. Join us to learn:
- Why interest in investment management outsourcing is growing
- How to select the outsourcing options that best fit your business
- How to segment your book of business so you can outsource more strategically