Key DFM details for Financial Planners published
The latest key information for Financial Planners on DFMs has been released in a new directory.
The listings, with data from Defaqto, can be seen in the new Financial Planning Today digital magazine.
The third issue of the magazine has been published this month.
The tables contain the latest up to date details of over 180 discretionary solutions that have shown interest in the retail market.
These can be viewed on page 35 onwards.
This is part of a new investment section including detailed Managed Portfolio listings plus investment news and analysis.
To receive the £6 magazine free of charge you must be a subscriber to our free daily website newsletters. If you are not already a subscriber and would like to see the launch issue of the new magazine please subscribe now below or via the homepage.
The third issue of Financial Planning Today, our new 40-page digital magazine, is now available to our email newsletter subscribers and is packed with news, features and comment for Financial Planners, Paraplanners and Wealth Managers.
To receive the £6 magazine free of charge you must be a subscriber to our free daily website newsletters. Only newsletter subscribers will get early access to the magazine. If you are not already a subscriber and would like to view the new magazine please subscribe now (use the orange subscription box to the right of this article to sign up immediately).
It takes just a few seconds and you will then be sent a link to the new publication by lunchtime today in our next daily newsletter.
If you are one of the thousands of current subscribers to the newsletter you don't need to do anything as you will be sent a link to the magazine at lunchtime today and every day for the next seven days.
The new editorially-independent digital magazine has exclusive content produced by a team of experienced financial journalists in London.
Financial Planning Today's third issue includes:
• A Special Report on the great Cashflow Modelling debate which has got the industry talking
• An exclusive feature on Social Media tips and best practice to help Financial Planners find new clients and use Social Media better
• Columns from high profile Financial Planner Julie Lord, PFS chief executive Keith Richard, CISI head of Financial Planning Campbell Edgar and Paraplanner John Redmond
• Analysis of the 2017 investment prospects post the shock Trump US Presidential victory
• New Investment and DFM section with 180+ DFM providers listed plus DFM updates
• Plus, The Client Hunter, Planner Casebook, Inside My Business with Colin Lawson, Financial Planning and Paraplanning news and much more
And much more too...
The magazine has been launched by Portfolio Publishing, publishers of Financial Planning Today and Sipps Professional websites, both of which carry daily news to thousands of professional financial advisers.
Financial Planning Today Publisher and Editor Kevin O’Donnell said: “We're delighted to make available issue 3 to subscribers and we hope the content will be invaluable. There is lots of insight, news and comment plus many busness tips and ideas to help Financial Planners do an even better job and build on their professionalism.
"We have designed Financial Planning Today magazine to be an essential publication for all professional Financial Planners, Paraplanners and Wealth Managers and we'll be announcing some exciting developments for 2017 soon."
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