Over 180 discretionary solutions in new DFM directory
A directory of Discretionary Fund Managers, with details of over 180 discretionary solutions, has been created for Financial Planners.
The latest key information for Financial Planners on DFMs has been released in special listings pages, with data from Defaqto, in the new Financial Planning Today digital magazine.
The third issue of the magazine, with the tables, can be viewed on page 35 onwards HERE.
This is part of a new investment section including detailed Managed Portfolio listings plus investment news and analysis.
The third issue of Financial Planning Today, our new 40-page digital magazine, 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.
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.
For editorial enquiries please contact: This email address is being protected from spambots. You need JavaScript enabled to view it.. For advertising enquiries, including jobs advertising, please contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01895 678629.