Not only can outsourcing investment research improve revenue for financial advisers but client time is greatly increased as advisers “become the key central care giver”. Ben Power writes.
Ben PowerJuly 13, 2016
Last week BT Financial Group announced a managed portfolio component to its Panorama operating system resulting in some interesting commentary. The main benefit highlighted was that managed account structures provide efficiencies to advisers around some aspects of administration. It would provide advisers a simple way to access shares, managed funds and cash through a range […]
John HewisonMarch 30, 2015
The conventional wisdom in some quarters is that fund managers underperform. But does this stand up to analysis? “Conventional wisdom is the body of ideas or explanations generally accepted as true by the public or by experts in a field. Such ideas or explanations, though widely held, are unexamined,” according to Wikipedia. So, let’s examine. […]
Mark KnightFebruary 5, 2013