Outsourcing investment decisions has become a popular trend in the run up to RDR. Yet plenty of advisers are eager to keep control of this part of their business.
As preparations for RDR gather pace, many advisers are deciding whether or not to outsource their investment capability. Some believe that if they do not have an adequate knowledge of investments, outsourcing these decisions will be best for their clients. Conversely, others perceive outsourcing as neglecting the job in hand. With fee-based advice for all on the horizon, they ask what are clients paying for, if it is not to manage their money? With this in mind, many firms have decided to keep their investment solutions in-house. For these businesses, making sure the correct proces...
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