Counting the cost of agent as client
Several risks to the model
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...
More on Your profession
Kim Bendall launches outsourcing firm Go Paraplanning
Opened this month
Advisers who would recommend career in financial advice jumps by one fifth - research
Despite concerns over recruiting
Walker Crips acquires client book of adviser MA Heap
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
Sudden fund closure takes majority investor adviser by surprise
Marlborough BDM did not know
CII sends apology to candidates for exam mishaps
Issues faced during lockdown
More news
FCA issues data request to 65 advisers over Rolls Royce DB pension scheme
Rolls-Royce to cut 9,000 jobs
Kim Bendall launches outsourcing firm Go Paraplanning
Opened this month
Advisers who would recommend career in financial advice jumps by one fifth - research
Despite concerns over recruiting
John David: MiFID II and the implications for ESG investing
'Disparity in readiness'
Walker Crips acquires client book of adviser MA Heap
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
