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Turning Efficiency into Scale: Trends in investment management outsourcing

Available On Demand

As financial advisors grow their businesses, they must constantly balance their ability to serve more clients with their ability to provide superior service to the clients they have. As they work to find the efficiencies that keep front-line staff engaged with clients and reduce the burden on back-office staff, advisors inevitably have to decide whether to turn to external resources to help with various aspects of their business.
For over a decade, FlexShares has tracked the values, practices and desired outcomes that drive these decisions.
This webinar will offer a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better client experience. This webinar will focus on:

  • How different advisor channels have evolved in their attitudes toward outsourcing investment management.
  • The impact of the COVID-19 pandemic on firms’ outsourcing decisions.
  • The range of investment management activities outsourced and what drives advisors to seek help in these areas.
  • How the benefits of outsourcing investment management stack up against advisors’ expectations.

All registrants will receive a free copy of The Race to Scalability 2022 Study 

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Produced by WMIQ




Strategic Partner




Laura Gregg
Director of Practice Management and Advisor Research


Mark Bruno - Host
Managing Director, Wealth Management
Informa Connect


Kristin Letourneau, PhD
Vice President, Research
Informa Engage




TAGS: Resources