Beyond 2020: Future-Proofing Your RIA

Being a financial advisor in 2020 has been like trying to pilot a lunar landing using a hang glider – beyond challenging, impossible to predict, and with more than just a little turbulence. The COVID-induced disruption to the market continues to accelerate the need for RIAs to re-think their business and operating models as we enter a new era with new norms. One possible solution is outsourcing to a unified managed account (UMA) portfolio and practice management platform.

Download this white paper now for insights on how you can balance portfolio construction with business development. While you may be nervous about outsourcing investment management, this resource will help you answer 3 key questions:

• If outsourcing was already gaining steam as a pre-COVID investment management solution, what is its value in a once-in-a-generation correction year like 2020? And moving forward?
• Can outsourcing provide cost savings and help carve out newfound time to nurture client relationships – even during incredibly volatile markets?
• What are the attributes to look for in a qualified outsourcing platform that can help navigate a pandemic-fueled economy?

As clients look to you for more customization and tailored portfolios, it’s hard to do that and maintain all the other aspects of an advisory business. Find out how you can create more time for client relationships while still protecting your bottom line. 

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