[Financial advisors are under an immense amount of pressure to provide value to their clients and differentiate themselves in the hyper-competitive financial marketplace.
[The explosion of technology advancements in the RIA and Asset Management middle office space are grabbing the attention of firms who are looking to differentiate their services and position themselves to meet the growing hyper-competition of
"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
"An advisory firm should consider, in this extremely competitive and changing environment, strategically focusing their efforts on where they can build more differentiation and create greater impact with clients." Mike