Episode 86
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
Modern Financial Advisor · Truelytics by Envestnet
December 7, 202252m 46s
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Show Notes
Laura Gregg, Senior Vice President and Director of Practice Management & Advisor Research at FlexShares ETFs shares the findings from her team's latest study titled "The Race to Scalability 2022 - Current Insights from 12 years of Advisor Research on Investment Management Trends”
Of particular interest is the adoption of outsourced solutions by independent financial advisors and RIAs and how outsourcing is helping to drive scalability.