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Wellian Investment Solutions releases adviser ‘checklist’ for choosing a DFM

Wellian Investment Solutions has released an industry checklist prepared and designed exclusively for financial advisers who are looking to work with a discretionary fund manager (DFM).

The checklist aims to objectively assist financial advisers in the decision making process when it comes to choosing a suitable DFM for their clients.
 
In the post RDR landscape, financial advisers are increasingly looking for ways to outsource efficiently and cost effectively. However, the number of DFM firms operating in the market has grown substantially in the last few years, which has in turn, made the decision over whom to partner with increasingly challenging for IFA’s. The checklist aims to help advisers avoid common pitfalls when choosing a DFM and provides five simple and practical tips for identifying a quality firm of investment managers to work with.
 
Chris Mayo, investment director of Wellian Investment Solutions says: “The growing burden of increased regulation and compliance has meant that advisers are progressively looking to outsource where possible. This has resulted in a larger number of DFM’s operating in today’s market; providing advisers with plenty of choice. However, it has also meant that many advisers are now finding this decision even more challenging and initially overwhelming. For that reason, we hope that this consolidated checklist will act as a handy guide for advisers who have decided they need to outsource.”

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