What to Watch Out for When Outsourcing Investment Management

Subscribe to this podcast on:  


About the Episode

Ever since the growth of robo advisors began to accelerate nearly a decade ago, the dominant trend facing advisors has been the commoditization of investment advice. With the proliferation of high-quality, low-cost investment solutions, advisors have increasingly outsourced their investing, freeing up valuable resources to help clients in other ways. But that doesn’t mean that all outsourced solutions are created equal or that advisors cannot add value through the investment choices that are made on behalf of their clients. Here’s what advisors need to know when choosing an outsourcing solution.

Guests and firm: Scott MacKillop, CEO of First Ascent Asset Management

Notes: For more information about First Ascent Asset Management, you can go to its web site. For more information about the Northern Trust research mentioned in this podcast, go here.