Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Outsourcing
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Outsourcing investment does not mean outsourcing risk management
While IFAs increasingly outsource the management of their clients’ investment, managing the risk of their clients’ investment remains theirs.
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Just how transparent will DFMs get
The news yesterday that Financial Express has launched a service allowing financial advisers to compare DFM model portfolios is another welcome move in the quest for greater transparency across the sector.
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Vast majority of Gulf IFAs move towards
An overwhelming majority of IFA firms in the Gulf region are moving towards model portfolios and outsourced solutions, new research has found.
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Defaqto research points to DFM growth
45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.