The discretionary fund management arena has become over populated of late and this trend is likely to continue in the run up to the Retail Distribution Review.
However, I cannot help thinking that rationale for the huge move towards discretionary fund management is lacking the due consideration from a business planning point of view, but is viewed more as a “flight to safety”. Don’t get me wrong! Clearly I am a fan of discretionary fund management both from a client and financial adviser perspective. RDR seems to have clouded the issue of many IFAs considering where they add the most value. After all, IFAs are not generally well reported and frankly, in the main are a hidden gem. Whilst I am the CEO of an investment solutions firm that inclu...
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