Download Your Copy: 5 Ways Recommending Discretionary Investment Management Can Benefit Your Practice

Your competitive advantage as an adviser lies in the deep, trusting relationships you’ve built with your clients, and some advisers are strengthening that advantage by turning over the labour-intensive tasks of investment management to third-party firms.

How recommending discretionary investment management can give you more face time with clients
How to make a distinction between financial planning and managing assets
Why few experienced advisers would want the quality of their service to be judged solely by the returns on client portfolios
How to make your practice scalable without adding fixed costs

Business Email Address *

Which best describes your firm? *

Which best describes your role? *

Country *

Yes, I would like to receive information about Morningstar events, research and products by email.

By downloading the guide you are confirming that you are an Investment Adviser