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Advice Firms must match their outsourced DFM on risk

Advice Firms must match their outsourced DFM on risk

Rory Gravatt asks whether a DFM can be seen to add value or obstruct the sale of an advice business?

What does a consolidator value more, opportunities for asset management, or enhanced income streams and de-risked business?  In a market where many of the owners are approaching retirement and seeking a sale, how can a DFM prove they are a boon to the business, and not a burden?

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