With the term 'DFM' being used so loosely these days, says Mike Webb, the challenge for advisers is to be absolutely clear what type of offering they are engaging with and whether it is the right choice for their clients
We have all witnessed the big shift toward the delegation of investment decisions as ever-increasing numbers of advisers move to a more holistic approach. As demand has grown, so has the number of services...
'Right thing to do'
£69m spent on upgrades
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