Fraser Donaldson, Defaqto's insight analyst for funds, looks at the key outsourcing considerations for IFAs.
The RDR has meant most adviser businesses are reviewing their strategies in preparation for the new regime commencing on 1 January 2013. Many will conclude that delegating investment decisions to a full-time investment specialist will be in the best interest of the client. If the decision to outsource is taken there are several options open to the adviser business. Putting your faith in multi-managers is one option. This route can allow the adviser to choose how much of his investment process he outsources. You can put complete faith in the multi-managers, selecting funds that make decis...
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