Professional indemnity insurers are concerned advisers are failing to effectively risk manage their relationship with discretionary fund managers. PI broker Howden Insurance Brokers associate director ...

Defaqto has found that essentially there are two structures that fit the bill when it comes to outsourcing solutions for advisers: multi-asset funds and discretionary fund management. Within the DFM ...

Discretionary fund management permissions are one way adviser firms can have full control of their investment proposition, advice process efficiency and client outcomes, but it requires a degree of ...

If all advisers want to outsource to discretionary fund managers, then some business models – including our own – may well be flawed. But we are already seeing a number of advisory businesses that ...