What questions should financial advisers be asking DFMs as part of their due diligence? In preparing our recent Discretionary MPS report, we spoke with the leading DFMs and asked them what questions advisers ought to be asking more in their due diligence. 

You can find out what they said in this article in Money Marketing

 

 

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.