Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss what tools are used for outsourcing.
Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the topic of costs and client planning.
Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently to discuss the topic: 'Adviser approaches to outsourcing.'
Impact of fees
DFM service review
Offers fund selection and asset allocation
Second of five videos with Cazenove Capital’s DFM team
£30bn fund range
‘Plenty of scope for confusion’ - David Gurr
Due diligence on DFMs 'impossible'
Finalised guidance on outsourcing to IT and cloud computing
Now accounts for a quarter of investment approaches
Lawrence Cook explains his logic
Backed by support services company Bankhall
Platform due diligence is lacking
Report warns of risk-ratings mis-match
Is keeping investment in-house a drain?
FCA sent questionnaires to advisers
Research and ratings group Rayner Spencer Mills Research (RSMR) has launched a range of model portfolios for directly authorised small advisory firms.
Advisers of the post-Retail Distribution Review (RDR) era need their discretionary fund managers (DFM) to be "highly flexible" in agreeing investment mandates, so they can meet clients' needs, research has concluded.
The majority of financial product providers anticipate there will be an increase in the outsourcing of sales and business development within the next five years.