Study: More wealth managers outsource noncore operations

04/21/2013 | Financial-Planning.com

Outsourcing noncore functions can save a wealth-management firm 20% to 30% over three to five years, a study from Celent says. Bookkeeping, document management, client reporting and client support are among areas firms can outsource, freeing up advisers to focus on actual advising, says Celent analyst Arin Ray.

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