Gillian Hepburn: Six steps to picking the right DFMs for your business
Start with customer requirements
Gillian Hepburn: "The adviser is solely responsible for understanding and communicating any changes to the investment portfolio to their client."
Gillian Hepburn outlines six practical steps to help advisers select the most appropriate panel of discretionary fund managers to partner their business
Sometimes in life we overcomplicate things - and, when this happens, it can often be as a result of the myriad options and choices available. At a recent visit to a car showroom, for example, I was treated...
More on DFM & Model Portfolios
DFM launches new low-cost model portfolio service for advisers
Fees 0.1% per annum or £20 per month
Advice firm CEO: Why my DFM relationship works
'Arm's length at a reasonable cost'
Abbie Knight: DFM due diligence must be a two-way street
'Prepare a key insights document'
Guy Stephens: The realities of pension drawdown investing
'A buffer replenishment strategy'
Fraser Donaldson: No guesswork, no crystal balls
Regulation - new and old
Back to Top
More news
Adviser investment propositions part 2: The medium-sized firm
'Final piece in the puzzle'
Adviser network Beaufort Group branches out to mortgage advice
Meets increasing demand
Ascot Lloyd continues consolidation push with acquisition after hiring M&A specialist
Latest purchase adds £382m FUM
