Outsourcing
Retirement | 18 Feb 16
Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Investment | 13 Oct 15
Outsourcing investment does not mean outsourcing risk management
While IFAs increasingly outsource the management of their clients’ investment, managing the risk of their clients’ investment remains theirs.
Profiles & Comment | 7 Apr 15
Just how transparent will DFMs get
The news yesterday that Financial Express has launched a service allowing financial advisers to compare DFM model portfolios is another welcome move in the quest for greater transparency across the sector.
Investment | 18 Nov 14
Vast majority of Gulf IFAs move towards
An overwhelming majority of IFA firms in the Gulf region are moving towards model portfolios and outsourced solutions, new research has found.
United Kingdom | 10 Apr 14
Defaqto research points to DFM growth
45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.