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.

Get 12 Years of Research and Insights

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.

Form

Podcast

Are you familiar with the SEC’s 206(4) proposal?

In this conversation, Laura Gregg and David Partain are joined by Paul Binnion, the CRO of Hanlon Investment Management, to consider the intent and potential impact of proposed SEC rule 206(4).

If you outsource certain investment functions or have been evaluating third-party service providers, listen to learn more.

ACCESS THE FULL PODCAST

The Impact of Covid-19 on Outsourcing Investment Management

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

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

Trends in Investment Management Outsourcing

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

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.