Daniel Hurdley details a three-stage approach that should provide advisers with a robust and repeatable process for selecting discretionary fund managers (DFMs)
The increased use of DFMs by financial advisers to manage their clients' investments has received significant coverage in recent years. Outsourcing is not, however, a responsibility-free option for advisers...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
From November 2019
Emma Bryon explores why longevity calculators can provoke unexpected behaviour as people are confronted with their own mortality. Here she warns against providing educational tools from an industry ivory tower
10 common advice errors
George Crowdy joins from Janus Henderson
Are we rewarding the right things?