Why I’m not surprised DFM is becoming more popular

Earlier this year, Andrew Bennett, our Chief Executive Officer, took part in an excellent New Model Adviser roundtable event looking at how advisers…

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Is cashflow modelling the key to turning us into financial planners?

In last month's blog I considered whether we are an industry or a profession.

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Are we an industry or a profession?

Industry and profession; two small words, often used lazily and interchangeably.

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Finding the right fit; looking for the right DFM

Discretionary fund managers (DFMs) now play an important part in advice firms' propositions. Click here to read the New Model Adviser Outsourcing…

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Six things you need to grow your financial planning practice

Can you write a piece about business development? they said. Sure, no problem. If you could focus on the most important things you need to grow a…

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Why advisers shouldn’t write off social media

As anyone who knows me will attest, writing a blog on how to use social media is well outside of my comfort zone. However, I'm becoming increasingly…

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A year on, and I’m still worried about DB transfers

It's a year since I first wrote about Final Salary and Defined Benefit transfers. Plenty of water has flowed under the bridge since then. However,…

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The problem with DFMs: Who is the client?

In my experience, an ever-greater number of advisers and planners are choosing to outsource investment management, allowing them to focus on what…

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