The last DFM market overview we published was back in 2016. Our latest market update is designed to help advisers keep up-to-date with this evolving market.
The publication will:
- Help advisers to clarify what good looks like in terms of quality and suitability
- Provide the tools required to establish a consistent and robust method of DFM selection
- Help advisers make the most of regulatory changes and incorporate them into their due diligence and client relationships
The document is accredited by the CII/PFS and CISI for up to 60 minutes of structured CPD.Download