Dan Jones  

Small but mighty: Advisers' competitive edge

Dan Jones

Dan Jones

Of course, many advisers do some investment work themselves, and work with DFMs for other clients. So we’ll once again be expanding our annual DFM survey in the autumn in a bid to provide a truly comprehensive study of the market.

Financial advisers pride themselves on their personalised service – there’s no reason why that shouldn’t extend all the way through to the funds they select. Get this right, and they can demonstrate why they remain a force to be reckoned with when it comes to fund selection and asset allocation.