If you’re thinking about outsourcing, do it right

In this survey originally conducted as Knadel, wealth management firms were asked about their business operating models. It came as no surprise to hear that more and more of you are choosing to outsource business functions, but what was surprising was the extent of the outsourcing that is being undertaken.

Download our white paper from Gilly Green

Note: This whitepaper was first published by Catalyst prior to the Sionic merger

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About the author

I have over 15 years of experience in the financial services industry, with most of that time spent working within wealth management.