Having a really good DFM is now an important part of the total client solution, writes Adrian Boulding
IFAs are highly skilled at helping clients understand their financial needs and priorities and developing and finally implementing strategies to best meet them. When I first started out in pensions a key part of this process that an IFA delivered was advice about which funds the client should invest their savings in. I worked for a pension platform, and we would arrange roadshows and other events at which a range of fund managers could present to IFAs about their investment philosophy and approach to the markets. The best IFAs became quite adept at asking penetrating questions o...
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