Outsourcing Investment Management

Crowe, Kevin
November 2009
Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p14
Academic Journal
The article discusses challenges ahead among financial advisers and among business enterprises in portfolio management. It notes the College for Financial Planning Survey conducted within 2009 in the U.S. that revealed the increase in comprehensive plans that uses tailored strategies for more than one third adviser's clients. Moreover, three key elements are provided to carry out business outsourcing including the depth of diversity, product proliferation, and adviser-client proactive communication.


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