Increased research requirements for independent advisers post-2012 are prompting many to look at outsourcing an element of their investment process to discretionary managers and model portfolios. What are the options for IFAs, and what is the FSA making of this move by advisers to limit their investment liability?
Advisers without robust research teams struggle to source and document proposition to the regulator.
Firm argues that outsourcing trend driven by client disinterest in the actual funds behind their savings strategies.
Kleinwort Benson signs model portfolio deal with Distribution Technology
Experts suggest oil price moves can illustrate impact of geopolitical tensions.
Affluent investors are choosing discretionary over advisory when it comes to investment management, according to research.
An Essex-based adviser who started out by offering his wealthy clients a tailored range of risk-rated portfolios has created a portfolio management...
Analysis & Opinion
Advertorial: OCM integrates their own risk profiling and advising techniques into partner firms.
A survey suggests the public still values annuities, in spite of their shoddy reputation.
Defaqto Outsourcing Update: An year-end review of investment outsourcing options and trends.
Kleinwort Benson boss says his firm is looking for “literally a few dozen relationships” for its proposition.
Defaqto Outsourcing Update: Trusts’ flexibility can produce strong returns, but within a very different risk profile.
For advisers, cutting costs and outsourcing is all part of doing business in the post-RDR world
Defaqto Outsourcing Update: What does an adviser need to consider when asset allocating through a multi-asset fund?
The cost of running a DFM on a platform could be as much as 1.86 per cent before adviser fees