A ‘third way’ approach on DFMs
Ben Peele at PortfolioMetrix notes a shift in the way advice firms are working with DFMs away from the usual bespoke service.
Life is harder now (in investment outsourcing, anyway)
Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]
Life is harder now (in investment outsourcing, anyway)
Earlier this week the lang cat and CWC Research launched Never Mind the Quality, Feel the Width, a new, in-depth study of the outsourced centralised investment proposition (CIP) marketplace. The report is made up of qualitative adviser and industry interviews by CWC Research, alongside quantitative analysis by the lang cat of a range of discretionary […]
