Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
Key Takeaways 46% of HNW investors plan to change or add a wealth relationship in the next 12–24 months. Advisors who offer a consolidated, specialized...
Category: Outsourcing
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Nuts and Bolts: Adding Private Markets to Existing Portfolios (DIY vs. Outsource)
Private markets used to feel like a distant part of the investment landscape, out of reach and reserved exclusively for institutions and ultra-high-net-worth investors. That is no longer the case, and more advisors are now looking under the hood at the mechanics of private markets to see how…
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Investment Outsourcing in Bank Trust: The 2026 Build vs. Buy Guide
As trust and wealth leaders prepare for the 2026 budgeting cycle, they face a landscape defined by steady but moderate growth, rising operational demands, and a demographic shift reshaping client expectations. Global assets under management (AUM) reached $147 trillion by mid-2025, according to McKinsey—showing positive growth that is…
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Business Operations, Client Experience, Growth, Investment Management, Outsourcing, Wealth ManagementThe Boardroom View: 5 Key Metrics to Track for Wealth & Trust Growth
Trust and wealth executives are navigating a landscape where growth is accelerating, and so are the challenges. Global assets under management reached $135 trillion in 2024 and $147 trillion by June 2025. With wealth management now driving more than 80% of net flows, executives need to focus on…
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Improving Client Service and Retention: Wealth Management Solutions for Bank Trust Leaders
Legacy Clients and Rising Expectations: Bank Trust and the Next Generation For CEOs, CFOs, and leaders of trust departments, the landscape is changing rapidly. The Great Wealth Transfer is no longer a distant forecast. Cerulli Associates now projects that $124 trillion will move to heirs and charities through…
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The Power of Outsourcing Investment Management for Trust Departments
As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client meetings, regulatory requirements, financial planning, and investment decisions while keeping up with the latest market trends. It's no wonder that many trust departments find…
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Building a Transformational Client Service Model for Financial Advisors
In the world of financial advising, success hinges on more than just investment strategies and market insights. What truly matters is the client-advisor relationship, a dynamic built upon the pillars of service, trust, performance, and communication. Fall short in any of these areas, and your clients may start…
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Unlocking Career Satisfaction: A Guide for Financial Advisors
It’s been estimated the average person will spend 1/3 of their life at work. As a financial advisor, your career is not just a job; it's a significant part of your life. However, if you find yourself feeling dissatisfied or overwhelmed, it's essential to take a step back…
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![14 Client Questions about TAMPs [with Sample Answers]](https://www.assetmark.com/wp-content/uploads/2023/08/TAMPs_client20questions.gif)
14 Client Questions about TAMPs [with Sample Answers]
Back-office operations in most industries aren’t a topic of conversation with clients. We don’t ask our dentists, real estate agents, or even surgeons about their staff, their process, or whether they outsource certain functions of their business. In the financial industry though, transparency is the cornerstone of trust.…
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Turnkey Asset Management Platforms: How to Get Started
You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s next? How do you get started? What should you expect in the onboarding process?
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What Is a TAMP and How to Choose the Right One?
As a financial advisor, you naturally wear many hats in your business. From managing clients to handling marketing and compliance, it can be easy to get overwhelmed.
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Due Diligence for Financial Advisors: A Comprehensive Guide
Clients want to rely on a financial advisor to make the best investment decisions for their future. As a financial advisor, the many options available can make it challenging to determine which products, services, and vendors best fit your clients' needs.
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A Happy Coincidence: Outsourcing and Client Satisfaction
What makes clients happy? Unfortunately for advisors, each person’s recipe for “happiness” is different. So, how do advisors work toward a goal of making clients happy when “happy” is so subjective?
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How Outsourcing Investment Management Services Gives You More Time
Independent financial professionals wear a lot of hats… but a magician’s hat is not one of them. If you’re like most advisors, you wouldn’t mind waving a wand and pulling some free time out of a hat. After all, your most valuable asset is time. It’s a finite,…
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Financial Advisors’ Front-, Middle-, and Back-Office Outsourcing
In our most recent Impact of Outsourcing study, we asked over 750 financial advisors to report on why, what, and how they outsource elements of their business. Ultimately, we found that advisors are outsourcing a wide array of business functions ranging from front office to back:
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What Is an OCIO?
An outsourced chief investment officer (OCIO) is a third-party provider that manages investment-related responsibilities for the clients of wealth management, investment management, and consulting firms.