Need an Adviser launches outsourcing service

clock

A service enabling "over-burdened" advisers to outsource specialist areas of advice but still retain up to half of the commission or fee has been launched by Need an Adviser.com

Advisers United allows advisers to refer and outsource the financial advice liability by handing over the research and report functions to its Chartered Financial Planners. Either they will present the advice to the client or the outsourcing adviser can. Need an Adviser.com, launched by Ashley Clark and Joanne Roberts, says it will then share the commission or fee with the adviser, who effectively acts as an introducer. "We are revolutionising financial advice," Clark says. "It is chartered advice for all. Advisers can continue to talk to clients but have the security of having tec...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Agentic AI could transform adviser operations but regulatory guardrails are key

Agentic AI could transform adviser operations but regulatory guardrails are key

Advice firms urged to integrate domain-specific AI agents with regulatory caution

Sahar Nazir
clock 20 May 2025 • 1 min read
Important 'we don't lose good advice firms through lack of support'

Important 'we don't lose good advice firms through lack of support'

The Verve Foundation launches ‘grow’ programme

Isabel Baxter
clock 20 May 2025 • 1 min read
Women in Financial Advice Awards 2025: All the nominations!

Women in Financial Advice Awards 2025: All the nominations!

More than 1,000 women were nominated for WIFA 2025

Professional Adviser
clock 20 May 2025 • 27 min read