Plenty of advice firms have traditionally outsourced their investment proposition to a DFM service but now, as Lawrence Cook explains, there is an option to outsource without really outsourcing at all
Outsourcing investments has been a prominent theme ever since the Retail Distribution Review (RDR) came into effect at the very start of 2013. Yet, there are a number of advice firms out there that remain...
Due diligence and selection
'A bit of smoke and mirrors'
Revisiting the portfolio debate
Fees 0.1% per annum or £20 per month
'Arm's length at a reasonable cost'
Comprises c.300,000 customers
27 and 28 October
Doesn’t have to be complicated
Starts beginning of November