DFM directory: New guide for Financial Planners is out
A new DFM directory providing key information for Financial Planners has been released.
The listings, with data from Defaqto, can be seen in the new Financial Planning Today digital magazine. The second issue of the magazine came out at the end of last week.
The tables contain the latest up to date details of over 180 discretionary solutions that have shown interest in the retail market.
These can be viewed on page 35 onwards.
This is part of a new investment section including detailed Managed Portfolio listings plus investment news and analysis.
To receive the £6 magazine free of charge you must be a subscriber to our free daily website newsletters. If you are not already a subscriber and would like to see the launch issue of the new magazine please subscribe now below or via the homepage.
The second issue of Financial Planning Today, our new 40-page digital magazine, is now available to our email newsletter subscribers and is packed with news, features and comment for Financial Planners, Paraplanners and Wealth Managers.
To receive the £6 magazine free of charge you must be a subscriber to our free daily website newsletters. Only newsletter subscribers will get early access to the magazine. If you are not already a subscriber and would like to view the new magazine please subscribe now (use the orange subscription box to the right of this article to sign up immediately).
It takes just a few seconds and you will then be sent a link to the new publication by lunchtime today in our next daily newsletter.
If you are one of the thousands of current subscribers to the newsletter you don't need to do anything as you will be sent a link to the magazine at lunchtime today and every day for the next seven days.
The new editorially-independent digital magazine has exclusive content produced by a team of experienced financial journalists in London.
Financial Planning Today's second issue includes:
• Entrepreneurial Paraplanner Cathi Harrison on her growing business and her confidence in Paraplanning's future
• Comment on the heated Cashflow Modelling debate from the CISI's Campbell Edgar and Financial Planner Julie Lord
• Insights from PFS chief executive Keith Richard and Succession boss Simon Chamberlain
• Exclusive Report on Platforms post the Cofunds takeover - including Cofunds comments on planners' concerns
• New Investment and DFM section, with analysis from senior fund managers at Lombard Odier and Architas plus 180+ DFM providers listed
• A special News Report on Sipps after the capital adequacy reforms
• News summaries, company news, professional body events coming up...
And much more too...
The magazine has been launched by Portfolio Publishing, publishers of Financial Planning Today and Sipps Professional websites, both of which carry daily news to thousands of professional financial advisers.
Financial Planning Today Publisher & Editor Kevin O’Donnell said: “Our first issue was extremely well received and we're delighted to offer the only publication aimed exclusively at professional Financial Planners, Paraplanners and Wealth Managers. Our second issue is packed with features, analysis, comment and business tips.
"Readers can also click on much of the exclusive content in the magazine to learn more. We believe it's an invaluable read for all professional advisers who want to keep up with their profession and learn from their peers. The emphasis is very much on professional and business growth and readers have told us they value this hugely."
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