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In Focus - Outsourcing Investments

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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?

Top Story

John LappinonInvestments| Jun 09, 2014

Skandia throws down gauntlet with bullish cost claims

Cost issue is the salient finding from report, although it must be said Skandia’s range is more limited.

News

Investments| Jul 17, 2014

Affluent choosing DFM services over advised models

Affluent investors are choosing discretionary over advisory when it comes to investment management, according to research.

Your Industry| Jun 26, 2014

Montage Portfolio rolls out bespoke DFM service to IFAs

An Essex-based adviser who started out by offering his wealthy clients a tailored range of risk-rated portfolios has created a portfolio management...

Your Industry| Jun 11, 2014

Providers must identify more post-RDR: EEA

The evolutionary process of RDR is still ongoing, but advisers’ choice of supposedly bespoke portfolios is not meeting advisers’ changing...

Investments| Jun 04, 2014

Growth of IFAs using DFMs to reduce their risk

Some 54 per cent of advisers outsource to a discretionary fund manager to reduce potential exposure to regulatory risk, research has found.

Your Industry| Jun 02, 2014

Consulting Consortium launches adviser compliance service

New service has been developed in response to growing demand for compliance support.

Your Industry| May 28, 2014

Brewin Dolphin reveals delay in changing adviser pricing

Brewin Dolphin has posted a profit before tax of £21.4m for the half year to the end of March, up from £6.8m for the same period a year ago.

Analysis & Opinion
Everything you need to know about investment trusts

Investments| Aug 19, 2014 |

Everything you need to know about investment trusts

Defaqto Outsourcing Update: Trusts’ flexibility can produce strong returns, but within a very different risk profile.

Investments| Aug 06, 2014

Hopes and fears in a post-RDR world

For advisers, cutting costs and outsourcing is all part of doing business in the post-RDR world

Recent Articles
  1. Investments| Jul 16, 2014

    Adviser due diligence musts for multi-asset funds

    Defaqto Outsourcing Update: What does an adviser need to consider when asset allocating through a multi-asset fund?

  2. FTAdviser BlogonRegulation| Jul 08, 2014

    Adviser Rant: Yet more cooks to spoil the investor’s broth

    The cost of running a DFM on a platform could be as much as 1.86 per cent before adviser fees

  3. Investments| Jun 18, 2014

    Five core ‘alternative’ assets: Everything you need to know

    Defaqto Outsourcing Update: Getting under the bonnet of the alternatives used by multi-asset funds.

  4. Investments| May 09, 2014

    Edward Fane leaves Thesis to join Morningstar

    Steven Richards to take charge of Thesis’ model portfolio range while the firm looks for a replacement.

  5. Investments| Apr 29, 2014

    More engagement for SmallCo investing: Myles

    Restrictions on pensions and a more mature market in smaller company investing has encouraged more advisers to considering venture capital trusts...

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