Modern thoughts on the fiduciary duties of a DFM

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...