Outsourcing: Drive Growth and Profitability, Focus on Core Competencies - Updated 2015

Registered investment advisors, tasked with making money for their clients, also must be mindful of their own bottom line.1 Those who are most successful are particularly adept at marshalling their resources to concentrate on revenue-generating activities. According to a recent study, 75% of their efforts comprise managing investments, expanding existing client relationships, and garnering new opportunities. Rather than becoming entrenched in the quagmire of time-consuming administrative, compliance, training, and back-office tasks, they mobilize outsourcing services to manage them, so they can stay focused on serving clients and increasing profits.

Practice Management