News & Views

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.

Read the full article

Email this article Print Share on Twitter Share on LinkedIn Share on Facebook Share on Google+


Not yet registered?

Please complete this form to join our community

Select your role:
Confirm Password

Visit the Defaqto sponsor area

Read more Defaqto articles and find out more about their Tools & Resources here..


Back Office

Join the Panacea community

Join the Panacea community for free and recieve news, guides, whitepapers, event information, special offers and more!