Advisor Avenue’s Post

New from Scott MacKillop: Should You Outsource Your Investment Management? https://lnkd.in/gKNvFdQt The number of financial advisors outsourcing the investment management arm of their businesses has grown dramatically over the past several decades. There are plenty of potential benefits - more time to grow your firm, operational efficiencies, a more institutionalized practice - but there's another side to the coin. Ultimately, outsourcing is a highly personal decision based on an advisor's specific business circumstances, not general industry or market trends. Let’s look at 3 critical questions that advisors and their firms should ask themselves before engaging with a TAMP. Click here for those 3 questions and more insights from the TAMP veteran: https://lnkd.in/gKNvFdQt

We recognize the distinct skills required for trust administration and investment management. That's why we've structured our services to ensure each function is managed by specialists in their field. ⚫As an independent, directed trust company, we focus on what we do best: ✔️Education ✔️Administration ✔️Client service This leaves the investment management in the hands of the client’s chosen financial advisor. ⚫ Our advisor-friendly platform protects and nurtures the longstanding relationship between investment advisors and their clients ⚫ With no investment management services, Cumberland Trust eliminates any potential conflict of interest. Interested in a partnership that respects your role and enhances client satisfaction? Learn how Cumberland Trust's unique platform can work for you: https://hubs.ly/Q02JZsvf0

“Made-for-You Wealth Management:” Jessica Grande of LEVATUS | Wealth Counsel and Investment Management joins us to share about her investment advisory firm that aims to give clients a greater sense of control over their wealth management while providing bespoke services to meet each client's unique goals. #wealthmanagement #financialgoals #investmentadvisor WATCH this snippet then CLICK on the link in the comments for the full interview!

At C.J. Lawrence, we go beyond the usual to provide tailored wealth management solutions. Our portfolio managers personally construct and manage client-specific, separately managed accounts. Investment management, from research to implementation, is our core competency. Discover the difference https://cjlawrence.com/ #WealthManagement #PersonalizedInvesting

We recognize the distinct skills required for trust administration and investment management. That's why we've structured our services to ensure each function is managed by specialists in their field. ⚫As an independent, directed trust company, we focus on what we do best: ✔️Education ✔️Administration ✔️Client service This leaves the investment management in the hands of the client’s chosen financial advisor. ⚫ Our advisor-friendly platform protects and nurtures the longstanding relationship between investment advisors and their clients ⚫ With no investment management services, Cumberland Trust eliminates any potential conflict of interest. Interested in a partnership that respects your role and enhances client satisfaction? Learn how Cumberland Trust's unique platform can work for you: https://hubs.ly/Q02tmK5h0

Are you an experienced Financial Advisor looking for the perfect firm to grow your career? Look no further than Morgan Stanley! As the industry-leading firm, we offer an array of opportunities for Investment Professionals to succeed in Wealth Management and Alternative Investments. Contact me to learn more about our Succession Planning strategies and what makes us the #categoryofone for experienced Financial Advisors. #financialadvisors #investmentprofessionals #wealthmanagement #alternativeinvestments #successionplanning

Are you torn between convenience and a deeper understanding of a business situation? 🤔 Active investing may be the way to go. 💰 While it is more expensive, it more than makes up for the cost. With active investment management, you gain a complete and thorough understanding of the assets you own. This involves a more comprehensive approach to researching the companies you buy, starting with the management. Analyzing each situation specifically identifies the path forward to create value. 💡 Active investing may cost more, but it may be worth a whole lot more, too. You get what you pay for. 😏 Visit y-hc.com to learn more!

#Stage2Launch: The journey continues! We're gearing up for the launch of Stage 2 investment offer YRCH Holdings with Corporate Finance & Business Advisory as the Lead Manager. Get ready to explore new investment opportunities and be part of our vision for the future. Your success is our success! #Stage2Investment #businessAdvisory

"Here in 2023 we have a lot of capital to deploy into deals. Please review the financing program below and advise if you have any deals we can discuss! Send me a private message or post your email and we can arrange a call together! Please note our firm will not be intaking deals from other investment bankers, capital advisory firms, or capital brokers where the third party earns a fee on the funding."

Interesting insights here on the current and future regulatory environment for investment management firms (powered by the Deloitte Center for Financial Services Regulatory Index).