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Advice to the Advisors

Investment Advisors Rethinking Time | Outsourcing Concepts | Sheaff Brock Institutional Group

Advisors Repurpose Time Through Customized Outsourcing

At the giant Morningstar Conference spread out at McCormick Place on the Chicago pier, the keynote address was titled “Distortion, Divergence, and Diversification: What Investors Need to Know About the State of the Global Economy.” Sheaff Brock Senior Vice President of Investments Christy Jordan was there to learn what Registered Investment Advisors are thinking and doing these days. Time—lack of it, that is—was a recurring motif. As RIAs struggle to capture assets, many explained, they feel overwhelmed by the administrative duties [...]