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
Advisers training to prevent suicide... plus more good news from this week
Good News Bulletin
The Bank of Mum and Dad raid kids' savings during Covid, study shows
An estimated £2.75bn
Morningstar: UK equity funds suffer £2.6bn August outflows
Outflows from UK equity funds gathered pace in August, with £2.6bn of assets being pulled from the market area over the course of the month, according to Morningstar’s latest fund flows report.
Why writing to MPs won't fix the FSCS levy - but writing to the Treasury Select Committee just might
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