The Guide: Outsourcing

pfs-logo
cisi-logo
CPD
Approx.50min
  • Grasp the importance of the digital revolution on outsourcing
  • Gain an understanding of the strategies available
  • Comprehend the outlook for the discretionary and outsourcing space

The Guide: Outsourcing

  • Grasp the importance of the digital revolution on outsourcing
  • Gain an understanding of the strategies available
  • Comprehend the outlook for the discretionary and outsourcing space
pfs-logo
cisi-logo
CPD
Approx.50min
Search supported by

Introduction

By Nyree Stewart
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon

Outsourcing by advisers to discretionary managers in one form or another is a trend that has accelerated since the introduction of the RDR in 2012, and it looks set to continue. But what should advisers be aware of when considering the large array of outsourcing options?

In this guide

Articles
CPD Questions
To reveal the CPD questions which accompany this guide, please sign in and read all of the articles below.