Outsourcing, or the use of external competencies, is something that management often considers; What parts of my organization can be outsourced, and what to keep in-house? The question that often ...

In a low-interest-rate environment, money managers say they are seeing strong interest and hires by insurance companies looking for ways to increase returns in their general accounts through ...

Central to the overwhelming majority of wealth management practice is investment management. However, with the goal of working with the rich and super-rich as well as many single-family offices, ...

The insurance industry sees a lot of attractive things about third-party outsourcing, starting with lower costs for specialized services. Couple that with forecasts that insurance companies are ...

BOISE, Idaho, May 28, 2024 /PRNewswire/ -- Clearwater Analytics (CWAN) (NYSE: CWAN), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, ...

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LPL Financial announced that it has partnered with Simplicity Group, a provider of insurance capabilities, to give LPL's roughly 32,000 financial advisors additional insurance resources and support.

The Department of Labor’s fiduciary rule could push independent broker/dealer (IBD) advisors to rely more on outsourced IBD home-office portfolios, a new report has found. Many IBD-affiliated advisors ...

The complexity of remaining compliant with provisions under healthcare, disability and family medical leave legislation has led many employers to look at outsourcing some or all of their companies’ ...