Investments  

IFAs are still in the eye of the storm with managed assets

  • To understand the growth of discretionary services.
  • To learn the difference between discretionary and multi-manager assets.
  • To ascertain whether a managed service is right for your clients.
CPD
Approx.30min

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This, in turn, means that adviser and client concerns are much more likely to be addressed in a clear and concise manner

There will be much more independent governance of all aspects of investment, which includes discretionary. This breeds confidence in the firms that may be selected as third party outsources as there will be ‘someone on the inside’ looking after the interests of the client.

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Come 2018, undertaking due diligence that is deeper, more robust and wider ranging is a welcome reality.

This can only breed more confidence and trust in the industry from adviser and client alike.

Fraser Donaldson is an insight analyst for Defaqto

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What does Mr Donaldson say the growth of discretionary has coincided with?

  2. Mr Donaldson says what has been a major success story over the past 15 years?

  3. According to Mr Donaldson, with whom are discretionary firms competing?

  4. Mr Donaldson says bespoke portfolio management is not really the kind of solution that is going to be accessible to the majority of potential clients. True or false?

  5. What should good due diligence start with, according to Mr Donaldson?

  6. What is the job of the adviser, according to Mr Donaldson?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • To understand the growth of discretionary services.
  • To learn the difference between discretionary and multi-manager assets.
  • To ascertain whether a managed service is right for your clients.

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