Gillian Hepburn: Six practical steps to selecting a DFM
PA360 2019 revisited
Gillian Hepburn outlines six practical steps to help advisers select the most appropriate panel of discretionary fund managers to partner their business
Sometimes in life we overcomplicate things - and, when this happens, it can often be as a result of the myriad options and choices available. At a recent visit to a car showroom, for example, I was treated...
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Brendan McCurdy: Six takeaways from the Professional Adviser 2020 Multi-Asset Roadshow
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
FCA warns of ongoing advice incentive ahead of consolidation
Ongoing fee structure
