Financial advisers are increasingly outsourcing their investment management, according to Fuse’s Advisor Top Trends for 2025 report. Currently, financial advisers are outsourcing one-quarter of their client assets.
Within wirehouse and independent broker/dealer (IBD) channels, advisers are outsourcing one-third of their client assets, according to the report. By delegating investment decisions, advisers can allocate more of their time and resources to new clients and financial planning.
The report shows that most advisers are not planning to make changes to this outsourcing, though 40 percent are planning to increase their outsourcing of client assets in the future.
