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...
£1bn business since inception
Considered doing so in 2015
Client communication considerations
Aviva: ‘We are sorry’
FOI from Professional Adviser