Bringing you live news and features since 2006 

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.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by