How can advisers and DFMs work together and ensure they are well positioned from the outset to serve their clients effectively? Lawrence Cook runs through five important considerations
Outsourcing to discretionary fund managers (DFM) has been one of the biggest themes of the post-RDR world, as advisers come under increasing pressure to demonstrate value and concentrate on the financial...
Retirement Advantage research suggests
9,700 transfers in 2016/17
Up 0.1% from Q1
Extra burdens for largest firms