Lee Fisher: Why we decided to outsource our investment proposition
'Spent 18 months agonising'
Chartered financial planner Lee Fisher runs through the reasons why his firm chose to outsource its investment proposition to a DFM, weighing up the choices that had to be made and the efficiencies gained...
The decision to outsource your investment proposition is a huge one and was something our firm spent eighteen months agonising over. Many IFAs have been running in-house, risk-rated advisory model portfolios...
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