ADVISOR TOOLKIT: Why consider managed solutions?

Why consider managed solutions?

As a financial advisor, it is very common to take on multiple roles within your practice. Juggling client management, marketing and compliance duties can quickly become overwhelming and time-consuming.


managedsolutions_brain_icon 75% of advisors experience high levels of stress, anxiety and burnout from work.1 To grow in a sustainable way, advisors must provide expertise to existing clients, prospect for new ones and take their mental health seriously.
managedsolutions_group_icon 90% of advisors report higher retention and the ability to build stronger relationships.2
managedsolutions_scale_icon95% of advisors who outsource their daily investment management responsibilities report better work-life balance.2
managedsoltuions_breifcase_icon6-8 hours a week is the average number of hours advisors can save when they adopt model portfolios to improve efficiency and scalability in their practice.3
managedsolutions_shield_iconClients invested in model portfolios trust their advisors 97% of the time compared with 73% of clients not invested in models.4

100+ funds is the number of different funds an advisor may have on their book. As Client Focused Reforms (CFRs) have increased the regulatory burden, advisors can benefit from a streamlined product shelf.5


You know your business better than anyone. As you look to the future, consider managed solutions as a tool that can help transform your practice, foster growth and ensure sustainability for the future.


1 The Mental Health Crisis in the Advisory Profession.
2 What Is a TAMP and How to Choose the Right One?
3 Pathways to Growth.
4 Want less stressed clients who trust you more? Model portfolios are the answer.
5 CFRs lead to more KYP scrutiny.


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The information provided here is intended for advisors and is based on various sources deemed reliable at the time of publication. It is for informational purposes only and should not be considered as professional or legal advice. The financial landscape is dynamic and subject to constant change, and therefore, the information presented may not be exhaustive, accurate, or up to date. Different advisors may have varying perspectives, strategies, or interpretations of the presented information. It is crucial for advisors to conduct their own research, analysis, and due diligence. Each client’s unique circumstances should be carefully considered, and tailored advice should be sought to address specific needs and objectives.


May 24, 2024