Latest industry insights

Insurance Broking Outsourcing in Australia: A Practical Guide for Growing Brokerages
Insurance broking outsourcing refers to the practice of delegating process-driven, administrative and back-office tasks within an insurance brokerage to an external team – typically an offshore team based in a country such as the Philippines. This is not about handing...

Financial Planning Outsourcing in Australia: A Practical Guide for Advice Firms
Australian advice firms face a familiar squeeze: more regulatory demands, rising staff costs, growing client expectations and not enough hours in the day. For practices running two to ten advisers, the admin and paraplanning workload can consume the very time...
