White Papers Resources from industry thought leaders

The key to understanding the economics of investment outsourcing

November 26, 2019 | Kestra Financial

Since the start of the current bull market, many advisors have chosen the route of representative as portfolio manager (Rep as PM) for every client segment of their book. The initial decision is often cost related. But does it make sense to continue to dedicate time and effort to ALL accounts? Or, does it pay to outsource accounts below a certain threshold? The following case study shows analysis performed by the Wealth Consulting Team.

Kestra Financial
5707 Southwest Parkway
Building 2, Suite 400
Austin, TX 78735

Contact Us
844-5-KESTRA
www.kestrafinancial.com

To read the White Paper, please provide the following information:

By filling out this form you are submitting information to Advisor Perspectives. Advisor Perspectives will only share this information with Kestra Financial to follow up with you.

For more information on submitting your thought leader White Paper contact: sales@advisorperspectives.com or (781) 376-0050