Thesis Asset Management

No buyer wants a cumbersome business

Lack of confidence in the asset class

Due diligence on DFMs 'impossible'

Lawrence Cook explains his logic

Advisers lacking clear business strategy

Regulator wants to give advisers more confidence

Is keeping investment in-house a drain?

CISI-IFP merger is 'biggest opportunity'

Should advisers leave fund picking to DFMs?

Advisers and paraplanners should avoid using suitability reports pre-filled with templated objectives, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.