Advisors Spend Less Than 20% of Their Time Making Investment Decisions

According to Cerulli

Fecha:

Advisors Spend Less Than 20% of Their Time Making Investment Decisions

Autor: Gabriela Huerta

Outsourcing helps advisors manage complexity and build scale

Clients, administrative tasks, including office management and compliance-related work take up most their time

One method of outsourcing investment management is using models