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...
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