PA 360 - The rise of paraplanning

Outsourcing and offshoring were once the ideas with largely negative connotations for human employees but now technology is seen as a much bigger threat to many jobs… read more

Paraplanning lessons from abroad

Paraplanning lessons from abroad – and especially Australia – will be the focus of Valenta BPO UK director Anna Sofat read more

Specialists within the industry

Valenta was established with an aim to provide quality outsourcing/offshoring solutions…. read more

Financial advisers are increasingly

That is how financial adviser Ashley Pattinson, principal of Pattinson Financial Services, describes the… read more

Getting started with outsourcing

More dealer groups are looking at ways relieve administrative burdens and spend more time on the things… read more

Client data is more secure when outsourced

It is wise for financial advisers to implement an outsourcing strategy sooner rather than later, and fears… read more

Nine reasons to outsource

While many dealer groups see outsourcing as a way to reduce their amount of day-to-day administration… read more

Taking the next step with outsourcing

Jayesh Kasim, managing director at Valenta BPO talks to ifa about making a career change, setting up his own… read more

Choosing the Right Partner for your Financial Services Business

If you’re reading this, you’re probably thinking about or have already thought about ways to grow your… read more