Advisors Satisfied with Outsourced Investment Management: Survey


What do you want to know

  • Ninety-eight percent of respondents who outsource investment management said it enables them to provide better investment solutions,
  • Ninety-one percent said they had achieved accelerated total asset growth through outsourcing.
  • Among participants who do not outsource, 65% cited concerns about higher fees and 48% worried about loss of control.

According to a new study of AssetMark, a turnkey asset management platform.

Enter outsourced investment management, which allows advisors to serve more clients and spend time on other business activities.

Ninety-eight percent of survey participants who outsource investment management said this has enabled them to offer better investment solutions, and 92% said they were happy with their decision to outsource, up from 83% in the original 2019 study.

Ninety-five percent reported better work-life balance through outsourcing, and 91% said they got accelerated growth in their total assets as a result.

“To achieve scale and growth, advisors must prioritize their limited time over activities that drive the most value,” Matt Matrisianchain manager of AssetMark, said in a statement.


About Author

Comments are closed.