NextWealth: DFMs missing out on decumulation assets

'Constrained by platform functionality'

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

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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