Wellian Investment Solutions investment director Chris Mayo weighs up using large discretionary fund managers (DFM) with their smaller rivals.
Advisers looking to outsource their investment proposition face a bewildering choice. Even after they decide to use a DFM they have more than 200 options available. Faced with this, there is a temptation...
Equates to seven million people
Beware ‘sting in the tail’
Still 66% women in lower quartile
Led by Aberdeen Standard Investments
Introducing admin fee