Clarity on where the adviser's responsibility ends and where the discretionary investment manager's (DIM) begins is crucial, yet advisers still fail to seek it, consultant David Gurr has warned.
Speaking at PortfolioMetrix's ‘The Mix Forum' conference, the Diminmis founder argued advisers needed to ensure they were clear about what they are responsible for in their agreement with the DIM, as in...
Acquisition makes firm the UK's second-largest retail fund manager
As the current pandemic crisis grips markets across the world, Kelly Prior discusses investors' options in their search for income...
Amid 'unprecedented events'
Adds £60m of assets
Up to £2,500 a month