David Boyle: Investment outsourcing - where are we now?

DFM insights

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David Boyle: "The main financial planning reason for choosing a DFM over multi-asset funds, or vice-versa, is the treatment of capital gains tax.”
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David Boyle: "The main financial planning reason for choosing a DFM over multi-asset funds, or vice-versa, is the treatment of capital gains tax.”

Asset managers have been pretty good at designing solutions to take clients' money and accumulate wealth, writes David Boyle, but now they need to innovate and provide solutions for decumulation

To be clear from the outset, I am using the dictionary definition of the word ‘outsourcing' - in this case, where advisers are using a third party to do what they used to do, or by their permission...

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