Mike Webb: Smaller investment pots need be no barrier to DFM
While advisers are increasingly accepting factors such as cost and potential loss of control are not the barriers to using a DFM they might have thought, says Mike Webb, one major misunderstanding persists
Mike Webb: "A DFM service often comes with a whole swathe of products to suit a range of different investment needs."
While advisers are increasingly accepting factors such as cost and potential loss of control are not the barriers to using a DFM they might have thought, says Mike Webb, one major misunderstanding persists
Among the principal barriers to adopting a discretionary fund manager (DFM) cited by financial advisers, it is the cost, the potential loss of control and the inability to justify their own fee to clients...
More on Managed solutions
Advice firm CEO: Why my DFM relationship works
'Arm's length at a reasonable cost'
Abbie Knight: DFM due diligence must be a two-way street
'Prepare a key insights document'
Guy Stephens: The realities of pension drawdown investing
'A buffer replenishment strategy'
Fidelity's McQuaker to stand down from multi-asset range management
Chris Forgan to take charge
Rathbones' Coombs takes risk to lowest level in Strategic Growth
Manager cites liquidity risk for changes
Back to Top
