OUTSOURCING

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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Financial planning

Planners and accountant profit margins are being eroded and they are fighting to retain clients as they ignore proper business models, Connect Financial Services believes...

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MARKET INSIGHTS

Shareholder

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