| According to The Race to Scalability 2022 Study – the seventh in a series examining advisor views on external investment management – little has changed in the proportion of advisors who choose to outsource. But the outsourcing landscape is more dynamic than this persistent trend would suggest. The most pronounced growth has been among those who already chose to outsource — who have turned to this solution even more frequently in order to better focus their limited time on what they do best. Expectations for the direct impact of outsourcing on revenue and performance play a key role. Advisors who are already familiar with the benefits of outsourcing and have external manager contacts handy have been able to use this resource to pivot and flex during the instability of the pandemic. |
