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Webinar: Next Generation Open Architecture: How Advanced Outsourcing Can Modernize an Advisory Practice

Tuesday, July 23, 2019 | 2:00 PM ET

Adhesion Wealth President Barrett Ayers will host a panel including Vanessa Oligino from TD Ameritrade Institutional, Robbie Cannon of Horizon Investments, and Kevin Malone from Greenrock Research. They will explain the outsourced CIO (OCIO) model, discuss the findings of the most recent TD Ameritrade White Paper on Outsourcing and Efficiency, and present a case study to help you benchmark your practice against other fast-growing firms. Three key takeaways from this webinar will be

  • Understanding of the benefits of outsourcing and how those apply specifically to your firm’s business
  • Best practices on selecting an OCIO team to fit your firm’s and your clients’ style, objectives and optimizing that partnership
  • Benchmarking for fees, profitability and practice economics

FOR PROFESSIONAL USE ONLY. Investing in securities is subject to inherent investments risks, including, the potential loss of principal. Adhesion Wealth does not provide personalized investment or tax advice.

UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing.

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Barrett Ayers
Adhesion Wealth


Vanessa Oligino
Director, Business Performance Solutions
TD Ameritrade Institutional


Robbie Cannon
President and CEO
Horizon Investments


Kevin Malone
Greenrock Research


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement


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