Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

DFM market update 2016 Content only accessible to registered users

October 2016

This CPD accredited DFM market update will keep advisers up to date on what’s happening in the market and provide fundamental data on more than 180 discretionary solutions.

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A review of DFM Service 2016 Content only accessible to registered users

May 2016

The latest in a series of annual service reviews, the DFM service review, looks at the issues that are important to advisers looking to outsource their investment process to a third party DFM, and measures how their preferred providers are performing against those key indicators.  

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Hybrid solutions – an innovation in retirement planning Content only accessible to registered users

May 2016

While drawdown has been with us for over two decades, it has typically been high net worth clients who have benefitted. Now retirees with more modest pension savings are discovering the possibility of a more flexible retirement, and providers are starting to offer packaged solutions to meet their needs. 

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Passive funds – market update Content only accessible to registered users

January 2016

This market update is designed to inform advisers about passive investing, helping them to keep up to date with this growing area of investment. It will also provide the latest numbers for the size of the industry.

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DFM propositions on platforms – case study Content only accessible to registered users

April 2015

Over the past few years we have seen a proliferation of offerings from those operating in the discretionary investment arena, with varying levels of discretion. Combine these with the multitude of platform-linked propositions and charging structures and it is no wonder those undertaking initial and ongoing due diligence research are finding qualifying suitability a significant task.

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