Ryan Carroll is Director of Strategic Partnerships for Congress Wealth Management LLC. Previously, Ryan was Regional Director, External Wholesaler at Congress Asset Management for Congress Asset Management.

Making a Case For Outsourcing

From the Corner Office

A lot has been written about the changes that COVID has brought to many aspects of our lives—from work, communication and education.  One longstanding business trend accelerated during COVID: outsourcing as a means of improving productivity and customer access. The same could be said about financial advisors use of third-party outsourcing. There has been a…