Having worked on both sides of the fence, James Goward reckons there are four golden rules a DFM could adopt to ensure a successful working partnership with a financial adviser. How does your DFM measure up?
I have recently been doing some research into what advisers want. As well as trawling the usual sources of discretionary fund manager (DFM) information, such as Defaqto and the PAM Directory, I also have the unenviable task of looking over competitor websites for the occasional nugget of information relating to slightly more obscure aspects of various client propositions. DFM websites, and the support we all claim to offer to financial advisers, has certainly come a long way since I last undertook this exercise in 2013. That in itself has to be a positive for advisers. But a common la...
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