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UK IFAs, Investment Managers and Platforms 2017

Summary

Independent financial advisors (IFAs) are a key distribution network for investors in the UK. Product providers will do well to understand the priorities and criteria advisors use in selecting their investment partners and platforms, particularly with a growing tendency to cooperate with discretionary fund managers (DFMs). As nearly all advisors in the UK use a platform (or multiple) to manage their clientsâ(EURO)(TM) assets, understanding why certain platforms are favored above o

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