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Article: Enhancing RIA Success Through Strategic Outsourcing and Technology Integration
Nico DeMaio • July 9, 2024



By Nico DeMaio - July 08, 2024


In today’s competitive financial advisory landscape, Registered Investment Advisors (RIAs) face the dual challenge of expanding their practices while managing operational complexities. One of the most significant hurdles they encounter is maintaining high service levels amidst rapid growth. By strategically leveraging technology and outsourcing non-core tasks, RIAs can streamline their operations, alleviating these complexities and enabling them to concentrate more on client relationships and business development. This approach not only enhances operational efficiency but also significantly boosts the valuation of their practice, allowing advisors to focus on what matters most: their clients.



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By Nico DeMaio December 9, 2024
By Nico DeMaio - December 9, 2024 The holiday season brings joy and celebration but also heightened cybersecurity risks for RIA firms. Cybercriminals know that businesses may be more distracted at the end of the year, making it an opportune moment for attacks. According to the cybersecurity firm VMware, attacks against the financial sector have increased by 238% globally since February 2020. With the SEC outlining its 2025 examination priorities—including a significant focus on cybersecurity and artificial intelligence (AI) —RIA firms must act now to protect sensitive data and remain compliant. Read More
By Nico DeMaio November 12, 2024
By Nico DeMaio - November 12, 2024 The financial services landscape is rapidly evolving, with increased competition, regulatory demands, and the ever-present need to adapt to new technologies. For Registered Investment Advisors (RIAs) and independent firms, maintaining a competitive advantage means focusing on core strengths and client relationships while streamlining operational demands. Outsourcing is emerging as a critical solution, allowing advisors to enhance service delivery without the resource drain of hiring, training, and managing a large internal team. However, myths around outsourcing often prevent RIAs from capitalizing on these opportunities. Here, we explore and dispel four major misconceptions about outsourcing and how this strategy can elevate your business. Read More