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Outsourcing

Companies | 14 Sep 23

Should more advisers in the UAE turn to outsourcing?

Region’s financial sector is ‘developing and evolving at a rapid pace’

Will the Consumer Duty spark a rise in outsourcing?

Companies | 18 Apr 23

Will the Consumer Duty spark a rise in outsourcing?

FCA expected to enforce the rules ‘aggressively’

Companies | 30 Nov 22

Just 26% of advisers have wealth transfer strategy

Next-gen clients being ignored as IFAs focus on older, wealthier investors

Industry | 27 Oct 22

SEC unveils stricter outsourcing requirements for advisers

Regulator places due diligence and monitoring in the spotlight

Companies | 28 Sep 22

Cost and loss of control worry advisers when outsourcing CIP

Centralised investment propositions could become ‘unmanageable’ for 97% of firms

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.