Counting the cost of agent as client
Several risks to the model
A key concern with AAC is the adviser may end up bearing the risks of their DFM.
Jon Yarker explores the world of 'agent as client' agreements and assesses key concerns such as whether advisers end up bearing the risks of their DFM
Among IFAs who outsource, many use agent as client (AAC) agreements where they are the client of the DFM and their own clients are kept at arm's length from the discretionary. However, last summer the...
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