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....
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
PA Awards deadline is 28 September