Mike Webb: Is DFM being lost in translation?

Mike Webb: "A trend set to continue, the delegation of investment decisions represents a major departure for an adviser."
Mike Webb: "A trend set to continue, the delegation of investment decisions represents a major departure for an adviser."
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With the term 'DFM' being used so loosely these days, says Mike Webb, the challenge for advisers is to be absolutely clear what type of offering they are engaging with and whether it is the right choice for their clients

We have all witnessed the big shift toward the delegation of investment decisions as ever-increasing numbers of advisers move to a more holistic approach. As demand has grown, so has the number of services...

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