NextWealth: DFMs missing out on decumulation assets

'Constrained by platform functionality'

clock • 2 min read
DFMs 'constrained' by platform functionality
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DFMs 'constrained' by platform functionality

Discretionary fund managers have been found to be missing out on decumulation assets due to platform restraints, according to a report by NextWealth.

The research showed that 60% of advised assets are for clients receiving retirement advice, and highlighted that half of financial advisers say they would never recommend a DFM for a client in decumulation,...

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