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SimplyBiz Group plc

Outsourcing portfolio admin can be costly

Q: What is the best way to outsource to a discretionary fund manager?

A: The advice process today is filled with many nuanced and complex financial planning requirements.

Dynamic financial markets coupled with an ever-evolving regulatory landscape require financial advisers to walk a fine line between client suitability and portfolio performance. Advisers need to demonstrate ongoing advice suitability as well as portfolio risk alignment.

SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom. 

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Disclaimer: Statements in this article should not be considered investment advice, which is best sought directly from a qualified professional.