Quick fire quiz: Five questions to ask hopeful DFM partners

There is no one-size-fits-all approach to selecting a DFM partner. But according to Chris Mayo of DFM Wellian Investment Solutions, there are five questions from advisers every potential candidate should be able to answer during the selection process.   1. What is your investment process and how do you manage risk? Ask DFMs to provide plenty of detailed information about their investment process. The information should include an explanation of the different benchmarks the DFM is measured against in terms of performance, asset allocation and risk. It should also provide vital ...