Daniel Hurdley details a three-stage approach that should provide advisers with a robust and repeatable process for selecting discretionary fund managers (DFMs)
The increased use of DFMs by financial advisers to manage their clients' investments has received significant coverage in recent years. Outsourcing is not, however, a responsibility-free option for advisers...
HL and Liberty SIPP slowest
Lifetime and annual allowances
'IFAs bore the brunt'
'Recovery or boom'