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Implemented Portfolios News

Investment outsourcing a key US trend

Advice business models that incorporate the outsourcing of investment management are becoming increasingly prevalent in the United States, although Australian advisers are just beginning to open up to the strategy and its benefits.

After partaking in a US study tour this year to meet with leading advisory practices, Implemented Portfolios managing director Santi Burridge said advisers were more willing to outsource investment management so they could focus on strategy and client relationships.