Publications

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

DFM service review 2017 Content only accessible to registered users

May 2017

Our annual discretionary fund manager survey asked financial advisers to rate their experience of DFMs.

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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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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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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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Managed portfolio services – market update 2015 Content only accessible to registered users

April 2015

Discretionary solutions are now an important part of an adviser’s toolkit. We’ve launched this managed portfolio services (MPS) market update to give you a comprehensive overview of the space, including compliance challenges and business opportunities.

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