Implemented Portfolios News

Outsourced management to disrupt sector

The industry was slowly but surely being disrupted in a significant way, with more planners considering the value of outsourcing investment management capabilities following the introduction of the Future of Financial Advice reforms and client best interest duty.

Speaking to financialobserver, Implemented Portfolios managing director Santi Burridge said his group, which offers personalised portfolio management to 13 advice firms nationally, currently oversaw 900 investor accounts, equating to $410 million in funds under management. READ MORE

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