"It is often easy to overlook the risks of keeping everything internal and firms can miss the many benefits built into strategically choosing the outsourcing route." Ernie Kappotis, Intersource Consulting Group
"Mutual funds still represent the majority of investor assets and managers are often surprised by the low AUM required for a fund to breakeven." Kevin Guerette, Ultimus Fund Solutions
"We are seeing affluent investor expectations for advice shifting to a more financial wellness orientation, and advisor performance will likely be based on a broader client experience measurement." - David Thompson, Phoenix M
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