Earlier this week, Money Marketing hosted a live debate on how to outsource investment management while keeping clients at the heart of your advice business.
Our expert panel, including Gbi2’s Graham Bentley, Signpost Financial Planning’s Nigel McTear and investment managers from Charles Stanley, discussed how advisers can keep control over their relationships and how DFMs can work with IFAs to hit upon bespoke solutions.
Catch up on the debate below:
Money Marketing will soon launch a one-stop shop for outsourced investment insight, research and analysis, The DFM Centre. If you’re a DFM or fund provider and want to be listed, contact Piers Johnson on firstname.lastname@example.org
Learn more about Charles Stanley services for Financial Advisers: https://www.charles-stanley.co.uk/professional-adviser-services
Learn more about Charles Stanley’s Bespoke Discretionary Service: www.charles-stanley.co.uk/IFA-Bespoke
Receive a Charles Stanley Due Diligence Document: www.charles-stanley.co.uk/due-diligence