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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Investment management: delegation without abdication?

I recently read an article by Chris Gilchrist in Money Marketing. I'm perfectly willing to concede a degree of confirmation bias is at play here, as…

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Beaufort Securities

There have been a number of extremely negative trade press stories recently regarding an investment company called Beaufort Securities. Formerly a…

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Change, or we die

Change is the law of life. And those who look only to the past or present are certain to miss the future. John F Kennedy. I'm a great believer in the…

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Your exits are here, here and here

As we head into the Autumn, the dulcet tones of the in-flight attendant may seem like a distant memory. But those oft-quoted words have got me…

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A game-changer if you work with solicitors

'Game-changer' is a cliche, I'd usually steer clear of using. Today though, I'll make an exception. I'm referring to new rules, being introduced by…

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Andrew Bennett, Group CEO, Beaufort Group reinforces the case for a truly independent approach to financial planning

As one reflects on the immense changes the world of financial advice has seen against the back drop of a seemingly never ending era of ultra low…

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