RetireInvest outsources to Strategy Steps
ING-related dealer group RetireInvest has handed Strategy Steps a mandate to provide strategy support to its planners.
The move has been announced by RetireInvest chief executive Paul Campbell, who described the outsourcing move as being an attractive option both financially and as a means of providing access to industry-leading technical experts.
Under the arrangement, Strategy Steps will provide RetireInvest with technical updates, training and financial planning strategies.
The mandate will mean some of the leading figures within Strategy Steps will be resuming relations with RetireInvest, with Louise Biti, Jenny Brookhouse and Assyat David having all previously worked at the dealer group in research and technical roles.
AUTHOR
Mike Taylor
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