Rory Gravatt explains with the growth in ESG as an investment theme, can DFMs offer a way to simplify things for advisers, and if so what are the key questions advisers need to ask of customers and DFMs to ensure they are linking the right people to the right solution? In this blog we walk through a checklist of points to ensure that advisers are walking the walk and DFMs and customers are not just talking the talk.
