Discretionary Management 

Proceed with discretion: DFM survey 2017

  • Learn about recent developments in the DFM industry
  • Understand the potential differences between different providers, and how these affect clients
  • Comprehend the key issues of concern for DFMs as of late
CPD
Approx.45min
Proceed with discretion: DFM survey 2017

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It’s now almost half a decade since the RDR rules came into force, marking a drive for transparency that would create significant upheaval for advisers, their clients and the broader retail investment world.

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CPD
Approx.45min

  1. Which of these is cited as an advantage that boutique DFMs have over larger rivals?

  2. What does David Gurr tell advisers and clients to focus on when looking for a DFM?

  3. Apart from Mifid II, which regulatory challenge below is of concern to Mark Fulton?

  4. What example is given to describe broad asset class definitions used by risk profilers?

  5. What does Brian Hill think about tiered fee structures?

  6. Why is RC Brown's Robert Clark not a fan of putting model portfolios on platforms?

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  • Learn about recent developments in the DFM industry
  • Understand the potential differences between different providers, and how these affect clients
  • Comprehend the key issues of concern for DFMs as of late

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