Q: What is the best way to outsource to a discretionary fund manager?
A: The advice process today is filled with many nuanced and complex financial planning requirements.
Dynamic financial markets coupled with an ever-evolving regulatory landscape require financial advisers to walk a fine line between client suitability and portfolio performance. Advisers need to demonstrate ongoing advice suitability as well as portfolio risk alignment.
SimplyBiz Group PLC (LON:SBIZ) provides compliance support and business consultancy services to financial services, legal and workplace benefits professionals in the United Kingdom.