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Current Insights from Advisor Research on Investment Management Trends

For 12 years, FlexShares has studied how and where advisors are finding efficiencies to better scale and grow their businesses, enabling them to improve the client experience. The body of data from these surveys provides a valuable long-term look at how values, practices and outcomes have changed over the years for the advice business. The 2022 survey results add to this store of knowledge.

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Register and download our white paper, The Race to Scalability 2022.

For Financial Advisors: This paper focuses on how your peers are structuring their businesses for better scalability and service.

For Asset Managers: Our long history of research on advisor use of third-party investment managers provides data that can help you better understand this market.

FS_Race to Scalability 2022 cover (1)
FS_Race to Scalability 2022 cover (1)

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The Impact of Covid-19 on Outsourcing Investment Management

HubSpot Video

More than a third of advisors outsourced for the first time during the pandemic, while 23% increased their use of outsourcing. Will this growth continue as pandemic disruptions recede? Watch to learn more.

How Outsourcing Investment Management Functions Can Increase Time and Revenues

HubSpot Video

More than 50% of survey respondents said outsourcing increased their revenue. Watch this video to find out why.

Trends in Investment Management Outsourcing

HubSpot Video

The type of accounts firms are choosing to outsource has evolved over the years. Watch this Q&A with Mark Bruno, the Managing Director of WealthMangement.com, and Laura Hanichak Gregg, Senior VP and Director of Practice Management at FlexShares, to learn more.

The Impacts of Investment Management Outsourcing

HubSpot Video

Watch this Q&A with Mark Bruno, the Managing Director of WealthMangement.com, and Laura Hanichak Gregg, Senior VP and Director of Practice Management at FlexShares, to learn more about the benefits of outsourcing.

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