What are the alternatives to using a DFM?
There are alternatives for advisors who don’t want to partner with a DFM, but each has its drawbacks. Find out more in the 2025 DFM Guide...
Why should a financial planner use a DFM?
Explore the many advantages financial advisors can gain by leveraging a Discretionary Fund Manager to oversee investment portfolios.
What is a DFM actually?
The introductory article 'What is a DFM Actually' in Blue Chip's 2025 DFM Guide provides a comprehensive overview of how DFMs navigate complex investment strategies to deliver optimal portfolio solutions for financial advisors and their clients.
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Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
Choose your poison
Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...
Award-winning pedigree
Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
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