Increased outsourcing means advisers and clients are now working on the same side of the table to find the best and most appropriate solution, writes Fraser Donaldson
A Defaqto survey carried out at the end of last year indicated around four-fifths (83%) of advisers were outsourcing some or all of the management of their clients' portfolios to multi-asset specialists....
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions