Carl Lamb discusses how discretionary fund managers can assist advisers
Post-RDR, today's independent financial advisers are a breed of highly qualified, empathetic individuals whose aim is to provide a seamless, accountable advice service to their clients. So why should these experts opt to use the services of a discretionary fund manager (DFM) to manage their clients' investment portfolios? There are a number of reasons why I took the decision to go down this route. Firstly, it is important for us to offer a range of potential solutions designed to meet the needs of all our clients, from the most passive investor who wants to just leave matters in ou...
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