Over recent years advisers have faced increased pressure from the regulator to undertake detailed due diligence on the Discretionary Fund Managers (DFMs) they have chosen to work with. But, asks Abbie Knight, shouldn't DFMs do the same for advice firms?
Best practice due diligence involves demonstrating the key criteria used and filtering processes adopted to support the adviser's decision making. While some feel this adds unnecessary complexity - particularly...
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'
Dividend payments now expected to fall for two consecutive years
Distance not a barrier
Second annual regulatory Perimeter Report
Debate must focus on value not cost
Due to Covid-19