While the popularity of outsourcing has increased in recent years, many advisers still firmly believe investment calls should be kept in-house…
With the advent of the Retail Distribution Review (RDR) only 120-odd days away, many advisers are continuing to review their business model. Faced with ongoing market volatility and macro uncertainty, some are questioning if they have the time and expertise to make investment decisions on behalf of their clients. Elsewhere however, a proliferation in research tools and the rise of passive investment strategies has seen others choosing to keep the investment function in-house. So who is right? PA spoke to a number of small firms to see what they are doing… Meet the outsourcers ...
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