Intermediaries / Brokers

DFM considerations for retail and institutional advisers

Discretionary fund management (DFM) is gaining popularity as this service allows financial advisers to outsource their investment decision making process to a professional third party, on behalf of their clients.

It’s been a challenge for advisers

Life stages and life spans are changing, and the financial adviser has critical role to play.

The benefits of consulting an insurance broker for cover suited for you

These days the insurance industry is filled with countless insurance options that make it difficult to know just what is right for you and why. Fortunately, using an insurance broker helps you to navigate through these options with an overview of the products and the one best tailored for you and your insurance needs.

Financial services giant backs advice-led strategy