FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Shepherd to take on MD, distribution role
Sold property business
Join original six DFMs added in March
Further investments in risk management
'Will help changing role of adviser'
Some commentary 'pretty alarmist'
Replaced by Caroline Connellan from HSBC UK wealth
Parento clients given access to DFM
Includes asset management and funds arms
Will improve profitability over medium term
05 December 2017
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2 min read
