Sponsored By

Sights, sounds and insights from industry events and more.

The Benefits of CIO OutsourcingThe Benefits of CIO Outsourcing

Using a third-party CIO can help advisors reclaim time and improve client outcomes.

April 8, 2024

 

Orion_4C.png

Non-client facing tasks such as compliance, trading, and reporting are crucial for successful financial advisory firms. However, these responsibilities are notoriously time-consuming.

Tim Holland, chief investment officer at Orion OCIO, shares how outsourcing the chief investment officer role can help advisors reclaim their time while improving client experience and business results.

You May Also Like