As the RDR deadline draws closer, Maria Merricks examines the reasons why discretionary fund managers should switch to investment platforms
The RDR is set to bring an enhanced focus on financial advice, meaning more and more advisers will be looking to outsource investment processes as the deadline draws ever closer. At the same time, advisers are turning to platforms as they seek to consolidate clients’ investments and administer cases all in one place. For this reason, commentators agree an association with a platform is a perfect opportunity for discretionary fund managers (DFMs) to target the right clients for their services. Benefits to all parties Malcolm Murray, marketing director at Transact, says the main reaso...
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