Why IFAs should enlist DFMs

clock

Carl Lamb discusses how discretionary fund managers can assist advisers

Post-RDR, today's independent financial advisers are a breed of highly qualified, empathetic individuals whose aim is to provide a seamless, accountable advice service to their clients. So why should these experts opt to use the services of a discretionary fund manager (DFM) to manage their clients' investment portfolios? There are a number of reasons why I took the decision to go down this route. Firstly, it is important for us to offer a range of potential solutions designed to meet the needs of all our clients, from the most passive investor who wants to just leave matters in ou...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read