The listings have been created for use by Financial Planners, with data from Defaqto.
They are contained in the new Financial Planning Today digital magazine.
The fourth issue of the magazine, with the tables, can be viewed on page 35 onwards HERE.
Three types of discretionary proposition are listed:
• Bespoke portfolio services
• managed portfolio services where custody of assets is facilitated through the discretionary firm
• managed portfolio services where custody of assets is with the platform.
This is part of a new investment section including detailed Managed Portfolio listings plus investment news and analysis.
Defaqto's Investment Conference, in London, on 23 May, will showcase a number of leading asset managers and discretionary firms. They will look to introduce new investment ideas that are appropriate for the current environment.
The strategies presented will be suitable for accumulating clients and also for retirees in decumulation, defaqto said.
- The fourth issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online.
Click on front page below to go to the magazine and read it online.
The magazine is available first to our email newsletter subscribers.
If you have not already signed up to our daily newsletter, you can receive early access to the new magazine by signing up now below:
The new publication features exclusive content including contributions from leading figures in the worlds of Financial Planning and Paraplanning plus features and insights produced by experienced financial journalists in London.
Financial Planning Today's latest issue highlights include:
• A Special Report on the trouble Financial Planning firms have been having finding Paraplanners
• An exclusive feature on Risk Profiling Tools, with expert insight from ex-FCA tecnhical specialist Rory Percival
• Columns from high profile planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Campbell Edgar and Paraplanner John Redmond
• Analysis of the 2017 investment prospects post the shock Trump US Presidential victory
• New Investment and DFM section with 180+ DFM providers listed plus DFM updates
• Plus, The Client Hunter, Planner Casebook, Inside My Business with LEBC chief Jack McVitie, Financial Planning and Paraplanning news and much more
Feedback on the new magazine has been excellent with well 3,000 people reading the first three issues and the number rising steadily.
Financial Planning Today Publisher and Editor Kevin O’Donnell said: “We're delighted to make available issue 4 to subscribers and we hope the content will be invaluable to professionals. There is lots of insight, news and comment plus many busness tips and ideas to help Financial Planners do an even better job and build on their professionalism.
"We have designed Financial Planning Today magazine to be an essential publication for all professional Financial Planners, Paraplanners and Wealth Managers and we'll be announcing some exciting developments for 2017 soon."
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