Investment Management: To Outsource or Not?

Buttell, Amy E.
September 2010
Journal of Financial Planning;Sep/Oct2010 Practice Management, p6
Academic Journal
The article discusses the most important decision to make as a financial planner, which is to handle investment management. It reveals that the decision to outsource investment management for financial planners does not depend on a number of factors including control, cost, diversification and investment philosophy. It also notes that outsourcing investment management and handling it in-house are two sides, such as managing investments for the ultimate benefit of the clients and handling the whole process or deciding the most appropriate asset allocation mix.


Related Articles

  • Compliance tip of the week: Write like you talk, you'll be fine. Young, Phil // Money Marketing (Online Edition);11/6/2014, p1 

    The article presents the author's views on written pieces of advice on investment processes from investment advisors. He comments that a thorough verbal rundown of exactly how they operate their investment and advice processes could be given by many advisers and business owners while it is...

  • The Global Finance Men: Who They Are, How They Work.  // Time;5/14/1965, Vol. 85 Issue 20, p111 

    The article offers information related to the role of the investment advisors to global economy. It states that investment advisors would meet at the conference tables to make decisions that could affect the fate of governments in casting their appraisals on the economy of different countries....

  • Tracking the Trendy. Horan, Kirby // On Wall Street;Sep2005, Vol. 15 Issue 9, p79 

    Provides information on retail registered investment adviser (RIA) firms. Nature of the business operations of retail RIA firms; Definition of the life planning service offered by retail RIA firms; Actions taken by retail RIA firms to extend their wealth management services.

  • Revolutionizing Advice. Mirchandani, Sanjiv // Investment Advisor;Jan2013, Vol. 33 Issue 1, p54 

    The article focuses on the Do-It- Yourself 2.0 model (DIY 2.0) for investment advisors to offer control coupled with scalable advice using a mix of powerful websites and robust online planning tools. It is noted that broker-dealers must increase the efficiency of their infrastructures to enable...

  • Who's Advising You? Lynott, Bill // American Drycleaner (American Trade Magazines LLC (ATM));01/01/2014, p50 

    The article focuses on the facts to be considered by business owners and professionals while choosing a financial advisor. It is mentioned that a different adviser is need if the adviser is in the insurance business and tries to sell the operation as a whole life insurance policy. It is...

  • THE EXPERT: Back to basics.  // Marketing Week;6/14/2007, Vol. 30 Issue 24, p57 

    The article focuses on the significance of a generic financial advice. It is noted that an unhelpful description of what is needed is provided by a generic financial advice. It is stated that many vulnerable people need advice on developing basic financial skills, shopping around to reduce...

  • New model army. Wickenden, Tony // Money Marketing;12/2/2004, p55 

    Examines key components in the overall financial plan that investment advisers and financial planners must consider in the upcoming implementation of the depolarization rules in Great Britain. Investment management; Tax planning.

  • Why your advice firm should consider branding itself a wealth manager. Byrne, Tony // Money Marketing (Online Edition);11/29/2016, p1 

    The article presents the author's views the need for financial advisory firms to consider branding itself as a wealth manager. He comments that financial advisers face the challenge of being labeled as boring, unadventurous and expensive. He opines that advisers add value and clients generally...

  • Adam Samuel: The importance of knowing your product.  // Money Marketing (Online Edition);10/9/2014, p1 

    The article presents the author's views on the causes of failure of independent financial advisors (IFAs). He opines that the biggest threat to IFA-dom comes from advisors themselves and not from the regulator. He comments that most IFAs specializes in customer relationship that is wanted by...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics