Bucking the trend: Why some advisors refuse to outsource investment management
As portfolio management becomes increasingly commoditized, advisors make the case for managing assets in-house and promoting that to clients as a unique value-add.
The trend toward outsourcing portfolio management is growing in near-perfect harmony with expanding access to various model portfolios and turnkey asset management platforms that let financial advisors essentially hand over the keys so they can focus on other things, like prospecting for new clients
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