Matt Ward, wealth managemt consultant at Defaqto, discusses outsourcing for IFAs who do not want to undertake the full investment process on a SIPP
A series of significant investment market falls over the past 20 years has gradually led IFAs to realise they are not investment experts. The market has responded with the growth of tools and services aimed at assisting IFAs in the investment planning process. These can range from tools that assist the IFA in composing investment portfolios through to the use of discretionary fund managers (DFM) where the whole investment decision-making process is outsourced by the IFA. Defaqto is a keen observer in the growth of these outsourcing solutions and appraised the investment approach of IF...
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