Gillian Hepburn: Six steps to picking the right DFMs for your business
Start with customer requirements
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
RSMR launches DFM Academy for advisers
Due diligence and selection
Fraser Donaldson: How the financial adviser market uses DFMs
'A bit of smoke and mirrors'
Multi-asset versus simple passive portfolios: Could this bear market be the catalyst for change?
Revisiting the portfolio debate
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'
More news
Karl Dines: Demonstrating your financial advice charges are fair and clear
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Sunak's Spending Review 'sobering' as Covid leaves 'scars' on UK economy
Tax rises ‘further down the line’
Chancellor warns of 'economic emergency' in Spending Review as borrowing hits £394bn
Unveiled National Infrastructure Strategy
RPI to be reformed in 2030 but no compensation for gilt holders
Consulted on making changes sooner
Chris Davies: Competence, conduct and culture
SM&CR deadline 31 March 2021
