Advisers of the post-Retail Distribution Review (RDR) era need their discretionary fund managers (DFM) to be "highly flexible" in agreeing investment mandates, so they can meet clients' needs, research has concluded.
A study commissioned by DFM Investec Wealth & Investment showed the majority of advisers use DFMs to reduce their potential exposure to regulatory risk, but IFAs' preferred working relationships with DFMs...
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