Outsourcing anything is always an issue of give-and-take, certainly no less so when it comes to outsourcing a primary business function like project management. While there isn't a magic formula to be ...

Financial advisers thinking about outsourcing the asset management portion of their business might have a lot more success in pitching the idea to clients if they don’t call it outsourcing. New ...

Outsourcing asset management, or putting clients’ wealth in unified managed accounts, represents a growing trend for advisory firms. Processing Content In a study released in September, Cerulli ...

Specialized travel management requirements like implementing a data strategy or new technology have increased the frequency of limited engagement outsourcing. Some outsourced travel managers say the ...

From left to right: Julie Hyman, an anchor at Yahoo Finance; Marlena Lee, global head of investment solutions at Dimensional Fund Advisors; Stephen Kaplan, head of customized managed account solutions ...

Despite the fact that most financial advisors charge fees pegged to client assets, the case for outsourcing portfolio management has never been stronger. With the investment management piece of ...

In our 2023 Global Family Office Compensation Benchmark report, we found that 60% of the surveyed family offices identify risk-adjusted growth as the main purpose of the entity. This means that ...

Joining a growing trend of universities outsourcing services and functions traditionally done in-house, George Washington University this month said it was enlisting an outside investment firm to ...

Investors and owners of commercial real estate portfolios are seeking new ways to add value to their assets, particularly as economic uncertainty dominates global headlines and daily decision making.

Property owners and managers often want to utilize revenue management without having to incur the costs and staffing to support it within their company. Carrolton, Texas–Property owners and managers ...

Managing employee leaves of absence is becoming more complex for employers of all sizes. Nearly every day, there are updated interpretations and applications of the Family and Medical Leave Act (FMLA) ...