The DFM dilemma: Is agent as client putting the risk on advisers?
Heather Hopkins’ article on the ‘The DFM dilemma: Is agent as client putting the risk on advisers?’ has been published in Money Marketing. Heather discusses the ‘agent as client’ model used across the industry. To find out the risks and...UK Fund Distribution Strategy – Central Influence, Local Choice
There is a deeply mistaken view that pervades board and executive teams in asset management and many platform businesses. It is that decisions on fund and platform choice are centrally controlled. They are not. Instead, the reality in most cases can be summed up as:...
MPS Proposition Comparison Report
NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS. At NextWealth we expect to see a continued rise in centrally...
Financial Advice Business Benchmarking
NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here. Financial advice businesses have weathered a lot of change in recent years. They have proved resilient to an onslaught of regulatory and...FOLLOW US
Follow us on social media to keep
up-to-date with our latest research,
reports and views.
