FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Due-diligence must be driving force
The chairman is unhappy about a DFM's behaviour
10 strategies, including four index
Greyfriars AM also reviewing DFM business
When integration becomes interference
Management fee of 0.5% pa
Focus on compliance, fees and risk
Stephens to take on technical investment role
Replaced by Caroline Connellan from HSBC UK wealth
Optimistic on international equities
07 December 2016
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3 min read
