Outsourcing allows advisors to delegate operational tasks and, in some cases, certain organizational roles. For example, RIAs may opt to handle investment management with the help of an OCIO, or ...

The outsourced CIO industry is expected to see $1.3 trillion in inflows by 2029 from clients adopting an OCIO model for the first time, according to research from Cerulli Associates in “The Cerulli ...

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SANTA FE, N.M., Nov. 5, 2025 /PRNewswire/ -- Essential Edge Compliance Outsourcing Services, LLC (Essential Edge), a provider of third-party compliance services for broker-dealers and registered ...

Compliance is one of the most important aspects of a registered investment advisor (RIA) firm’s responsibilities. At the heart of ensuring that a business keeps up with the industry's constantly ...

The legal services industry continues to surge in demand and value. With a projected compound annual growth rate of 2.5% until at least 2030, the legal sector is expected to remain strong throughout ...

Technology continuously evolves. New AI-based tools are offering possibilities to grow revenue and reduce costs that were impossible before the AI revolution. AI assistants are capable of augmenting ...

After a decade of IT outsourcing, a lot of CIOs have a handle on the process, and this puts them in an excellent position to assist their colleagues in finance and accounting (F&A) and human resources ...

Hightower Holding, the parent of the sprawling registered investment advisor firm Hightower Advisors, is buying a majority stake in NEPC, an investment consultant and outsourced CIO that advises on ...

McCusker named successor CEO, transitioning to the role in January 2027 BOSTON, Dec. 10, 2025 /PRNewswire/ -- NEPC, LLC ("NEPC"), a leading investment consultant and outsourced chief investment ...