More than 80 DFM firms are detailed in the latest publication of the directory, a service brought to readers by Financial Planning Today magazine.
The listings have been created for use by Financial Planners, with the most up-to-date research selected from Defaqto. There's also a DFM news update.
The January-February 2018 issue of the magazine, with the tables, can be viewed on page 35 onwards. To view the magazine click here: http://bit.ly/2DL0SCl
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Three types of discretionary proposition are listed:
o Bespoke portfolio services
o managed portfolio services where custody of assets is facilitated through the discretionary firm
o managed portfolio services where custody of assets is with the platform.
The tables are part of an investment section including detailed Managed Portfolio listings plus investment news and analysis.
The publication features exclusive content including contributions from leading figures in the worlds of Financial Planning and Paraplanning plus features and insights produced by our financial journalists in London.
Other key features in the latest issue include:
o A 5 page Special Report on Financial Planners surprising expectations for 2018
o Cashflow Modelling - is the time right to extend its uses to more clients?
Plus:
o Planner Casebook - Tamsin Caine unravels a topical and complex pension transfer case with inspiring rewards
o Top 10 Client Hunter Tips
o Columns from leading Financial Planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Jackie Lockie and other key commentators
o DFM news and listings
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