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OUTSOURCING
Financial planning
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...
Funds management
The acquisition of Mason Stevens by private equity firm Adamantem Capital demonstrates the value of outsourced chief investment solutions to the financial planning arena....
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....
Financial planning
Diverger has partnered with Atlas Outsourcing to provide virtual administration and paraplanning services to its client network through staff in the Philippines....
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....
Financial planning
Westpac has decided it will not offshore 16 personal banking service centre jobs to Manila....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...