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Defaqto: Engage provides an unparalleled DFM research tool

Back Office News for Financial Advisers and Paraplanners

29 Jul 2019

Defaqto: Engage provides an unparalleled DFM research tool

An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients’ investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market.

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