Cls's The Weighing Machine

Financial advisors are responsible for the well-being of their clients, and with that comes a fiduciary duty to act in their clients' best interests at all times. In order to do so, they need to juggle working with clients, maintaining compliance, keeping up with market trends, performing due diligence on potential investments, and more. Advisors who attempt to manage everything on their own quickly find themselves stretched thin and overwhelmed. In this episode, Rusty talks with Kostya Etus, Head of Strategy, Portfolio Services Team at Dynamic Advisor Solutions. Prior to Dynamic, Kostya served the Orion organization (CLS Investments and Orion Portfolio Solutions) for more than 10 years where he held a variety of roles, including Trading Specialist, Research Analyst, Portfolio Manager, and Director of Research. Kostya talks with Rusty about why advisors should outsource money management, how advisors can help investors, and how technology plays a key role in helping investors. Also, given Kostya's expertise a