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Matching a DFM to your advice model

Matching a DFM to your advice model

In this article, Rory Gravatt discusses the common pitfalls made by most firms when selecting a discretionary fund manager and how advice businesses can avoid these issues to ensure a positive relationship between the two.

He explains the importance of selecting a DFM that fits the advice model, addressing issues such as who owns the contact strategy, do they use the same language when talking about risk, and does the DFM understand how the adviser operates? Establishing these basics is the key to a happy DFM relationship.

The full article was published in Money Marketing on 11th July 2019.

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