Knowledge

Guide to working effectively with investment partners

Explore our latest IFA research with specialist research firm NextWealth, helping your firm navigate Consumer Duty, build efficiencies within the business and improve how you add value to the client relationship.

Our latest IFA research

Amid new Consumer Duty regulations and increased demand for advice, financial advisers face a constricting budget of time. With increasing focus on cost, reducing risk, and improving efficiencies, how can financial advisers deliver better client outcomes? 

We partnered with Next Wealth to understand this changing landscape as part of our ongoing commitment to the adviser community. 

Guide to Working Effectively with Investment Partners provides practical actions on how advisers can work more effectively with DFMs while delivering a coherent and consistent customer journey. 

Key themes in the guide include:

  • Advice firm investment strategy trends.
  • Due diligence checklist when selecting and reviewing a DFM partnership.
  • Ingredients for a successful working relationship with a DFM
  • Client and business benefits of investment partnerships.
  • Consumer Duty and its impact on tailored solutions.

If you would like to discuss any of the themes raised in the report or set up a meeting to understand how we can help you, tick the arrange a meeting option within the form.

Download your free Guide to Working Effectively with Investment Partners

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How to improve client outcomes

To better understand the reasons for working with external investment partners our Head of Strategic Partnerships, Tom Hawkins sat down with Heather Hopkins, Managing Director at NextWealth.

Watch now

Tom and Heather discuss Consumer Duty and the challenges facing advisers today, covering:

  • Evidencing fair value for clients
  • Due diligence best practices to help deliver an effective investment proposition
  • Tailored solution to support client readiness and the business risk framework
  • Culture and important considerations when reviewing potential partnerships
  • How to build efficiencies and professionalise your offering with an investment partner

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Download your free Guide to Working Effectively with Investment Partners

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.