Discretionary fund managers (DFMs) are often maligned in the financial advice space. That said, it is a popular outsourcing investment solution among financial advisers, despite their apparent lack of 'street cred', so Tom Ellis spoke to Murphy Wealth CEO Adrian Murphy about his firm's use of a discretionary manager
Glasgow-based financial planning business Murphy Wealth has been using DFMs for years, with varying degrees of success, as its CEO puts it, but has only recently found a wholly satisfactory relationship...
'Prepare a key insights document'
'A buffer replenishment strategy'
Regulation - new and old
Sci-fi movies may have promised us some snazzy technology that hasn't quite come to pass, writes Simon Goldthorpe, but that does not mean financial advisers should dismiss the power of fintech...
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'Number of issues' found
Advisers can transfer assets themselves