Platforum: Does outsourcing to DFMs risk losing clients?

Hopkins, Heather
October 2015
Fundweb;10/14/2015, p1
Trade Publication
The article reports on avoiding use of discretionary fund managers (DFMs) by financial advisers due to the risk of losing clients. Topics discussed include direct marketing by banker Cater Allen to Independent Financial Adviser (IFA) clients, split of the IFAs into investment specialists who will not outsource to DFMs and others who are comfortable with outsourcing, and relationship of the discretionary managers with the financial advisors.


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