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Podcast: The evolution of outsourcing in wealth management

Dec 21, 2023
Financial Institutions

  Outsourcing isn’t as new to wealth management as it may seem.

Interest may have accelerated recently, but outsourcing has been quietly evolving and growing in financial services for years. And with continued challenges in both economic and labor markets, outsourcing is proving effective at helping firms refocus on critical, value-added activities that will help them grow.

In this episode of Bank on Wipfli, Robert Zondag, Wipfli principal, and Joe Cortese, partner at Fiducient Advisors, explore the rise in outsourcing and how it can benefit your firm.

Listen in as they discuss:

  • What are the key reasons firms are considering outsourcing in today’s market?
  • What factors should firms consider while picking the right outsourcing partner?
  • How did the trend of outsourcing in wealth management firms begin?

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