High Net Worth
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In tune with the needs of old favourites and new entries

For Julie Lord, job satisfaction comes from working with four generations of the same family

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Zoltan Molnar

Reviews, restructures and a spot of house redecoration

With increased demand for pension scheme consolidation since A-day, client reviews are an everyday occurrence, says Zoltan Molnar

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Peter Sudlow

Analysis, advice and assurance is just the start of a day’s work

The role of a sole practitioner is a busy and varied one, as Peter Sudlow explains.

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Poll

Relationships with discretionary fund managers (DFMs) will become more important with IFAs as we move towards RDR.

  • Absolutely. Can't do it myself, so why not get a specialist to manage my investment process?
  • Yes, I intend to use DFMs when they are suitable for specific clients, but not across the board.
  • Not sure. I have mixed feelings about outsourcing the investment.
  • No, I've had bad experiences in the past and I'm not sure I would trust a DFM with my clients.
  • Over my dead body. You couldn't pay me to use a DFM.
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