5 questions to ask DFMs about their charges
20 November 2021
Lee McDowell, head of Business Development, Psigma Investment Management, looks at how paraplanners can get greater clarity on DFM costs and charges. Paraplanners have become indispensable to many financial adviser firms today. They provide vital skills and support in many areas including accounting, administration, reporting, and, increasingly, in selecting a range of third-party managed...