New Outsourced Portfolio Program Guide Gives Financial Advisors Tools To Grow

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Wealth managers who once lived to generate investment performance themselves are now outsourcing the job to cut costs and go after new clients. The Trust Advisor’s plain-English guide to the world of UMAs, UMHs, SMAs and TAMPS cuts through the jargon for advisors looking for the best vendors around.

Financial advisors can now climb the wall of esoteric terminology and see for themselves which third-party firms offer exactly what they need to streamline their own operations, thanks to a new publication from the Trust Advisor.

“The Advisor's Guide to Outsourced Portfolio Solutions,” the Trust Advisor’s latest free white paper, gives financial professionals everything they need to join the revolution currently sweeping the financial industry.

Advisors and members of the press can download the report here:

“Everyone in the industry wants to run their business smarter as well as grow their assets,” says Steven Maimes, who helped compile the 32-page guide to blue-ribbon outsource platforms like Citi Investor Services, Genworth, Envestnet, Lockwood-Pershing and SEI.

“Handing the responsibility of managing their clients’ assets to best-of-breed asset managers is one way they’re focusing on doing what they do best: managing relationships with investors and finding new prospects.”

Noted industry consultants Robert Ellis of Fast Track Advisors and Paul Ahern of Winslow Capital Group contributed an exclusive step-by-step overview of the process their own advisory clients use to determine whether outsourcing makes sense for them and, if so, how to find the provider that meets their needs.

Given advisor frustration with the jargon surrounding outsourced portfolio programs, a complete plain-English industry glossary is provided.

Whether you already know the difference between an overlay management system and a separately managed account or are still trying to figure out why people are so excited about UMA structures, “The Advisor’s Guide to Outsourced Portfolio Solutions” should help clear up the confusion.

About The Trust Advisor 
From its launch in July 2009, The Trust Advisor has become the most widely read weekly e-publication for financial professionals with an aggregate reach above 1.2 million wealth managers, trust officers, estate planners and other advisors to high-net-worth and institutional investors. For more information, visit

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