Advisers may be operating under inadequate terms because they do not check their discretionary investment manager (DIM) agreements closely enough, the Personal Finance Society (PFS) has warned.
Pointing to research undertaken in association with due diligence consultancy Diminimis last year, which found one in five advisers had never reviewed their existing DIM relationship, the trade body called advisers...
More focus on global equities
PA360 – 24 April 2018
Plans to hire more advisers
Exams start in December
Additional funds to be added in due course