Five Ways Outsourcing Investment Management Can Help Grow Your Practice

By outsourcing investment management, financial advisors may find more time to provide greater value to their clients and help make the move from simply managing assets to managing wealth.

In this report, you will learn:
  • How active management can prioritize performance-chasing over clients’ best interests
  • How outsourcing investment management can help give you more face time with clients
  • What clients think about outsourcing — and the value you bring

Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Opinions expressed are subject to change without notice. Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. This commentary is for informational purposes only. The information, data, analyses, and opinions presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell a security. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.


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