TITLE

Investment Management: To Outsource or Not?

AUTHOR(S)
Buttell, Amy E.
PUB. DATE
September 2010
SOURCE
Journal of Financial Planning;Sep/Oct2010 Practice Management, p6
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
53898444

 

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