OUTSOURCING

Expert Analysis

Advice businesses that directly contract offshore workers are exposed to legal challenges in light of a recent Fair Work Commission decision, writes Danielle Cornelissen,...

Financial planning

As Invest Blue looks to quadruple its client base to 60,000 Australians, managing director David Stephen says outsourcing is helping it achieve these growth aspirations a...

Financial planning

Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business....

Funds management

With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter...

Financial planning

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...

Financial planning

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...

Financial planning

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....

Features

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Expert Analysis

One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...

Superannuation

How financial advisers should be monitored by superannuation trustees is among issues raised by a regulatory thematic review of outsourcing in super....

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Financial planning

Diverger has partnered with Atlas Outsourcing to provide virtual administration and paraplanning services to its client network through staff in the Philippines....

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Expert Analysis

Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....

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Financial planning

Westpac has decided it will not offshore 16 personal banking service centre jobs to Manila....

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Funds management

Nearly 80 per cent of Australian-based superannuation funds and asset managers would consider using an outsourced trading solution. ...

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Financial planning

The Tax Practitioners Board has responded to the need for clarification around outsourcing and offshoring tax services, releasing a practice note clarifying the obligatio...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 week 4 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 weeks 1 day ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

4 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 week 6 days ago