Why the smartest planning firms outsource investment management

Many financial planners launch their firms with the ambition of providing clients with valuable, tailored advice to guide them through complex decisions that shape their lives. With trust at the heart of any longstanding client relationship, great planners aim to maximise facetime with their clients. But then life - in the form of the demands of running a business - all too often gets in the way. As client propositions expand to meet evolving demand, it becomes increasingly difficult to maintain service levels.    Over time, firms feel compelled to take on an investment management fun...