Outsourcing
Morningstar says tech for advisers ‘not where it should be’
Technological development is a key area of focus now the Praemium International acquisition is complete
Pension firm enters UK retail space with portfolio service
It previously only offered investment advice to large institutional clients
Asia wealth firm targets outsourced services demand
In Hong Kong, Singapore and Australia after hiring from Towers Watson
UK regulator shines positive light on life insurance outsourcing
But some firms with potential non-compliance have been asked to ‘take action’
Client poaching issues for advisers looking to outsource
Only 53% are comfortable working with an investment partner with advice arm