New research reveals financial advisers’ shift towards demonstrating value beyond asset allocation
Jacqueline Fernley
Financial advisers are placing a strong emphasis on proving their value beyond asset allocation as their primary development focus in the near future. This key finding stems from the recent launch of a research whitepaper by Mason Stevens, a prominent wealth platform.
Titled The Outsourced CIO: The Client Experience Dividend, the paper introduces fresh research that highlights a growing trend among financial advisers—outsourcing their investment management capabilities. In Australia, the Outsourced CIO (OCIO) model has gained significant traction, empowering advisers to achieve enhanced investment outcomes while simultaneously freeing up time to engage more deeply with their clients.
The paper, in collaboration with the Ensombl advice community, features valuable insights from Australian advisers who have successfully implemented this approach in their practices.
“As the investment landscape becomes more complex and uncertain, advisers are finding it increasingly difficult to optimise investment outcomes while also staying abreast of mounting compliance, sustainability, and professional development challenges”, said Jacqueline Fernley, Chief Investment Officer, Mason Stevens
“This paper therefore comes at a critical juncture, drawing on the experiences of Australian wealth advisers who have successfully leveraged external investment capabilities, enabling them to optimise investment outcomes while streamlining processes, and ultimately deliver a superior client experience”, said Fernley
“This research will help advisers navigate the changing landscape and unlock new avenues for growth. Ultimately it will help them deliver a superior client experience, and drive increased client appreciation of the value of their advice.
