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Who should pay the DFM its fees?
Investors pay the cost of their advisor using a Discretionary Fund Manager (DFM) and advisors typically do not reduce their fees to offset the...
Navigating the complexities of succession planning in financial planning practices
Adam Bacher, CFA®, CFP®, Director, DTB Wealth describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.
To invest successfully, clients must overcome the Wall of Worry
Global events and investment market movements mean less than you think when it comes to successful investing.
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