• Why DFMs are geared to support advisers, not replace them

  • Sep 6 2024
  • Length: 21 mins
  • Podcast

Why DFMs are geared to support advisers, not replace them

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  • Summary

  • In this episode of Money, Markets, and Masterminds we delve into the growing role of discretionary fund managers (DFMs) in the financial advisory landscape. We are joined by Nadir Thokan, senior DFM specialist at Alexforbes, to discuss how DFMs are transforming the industry by providing streamlined portfolio management, research, and compliance support for financial advisers.

    We explore the benefits for advisers in outsourcing investment decisions, the challenges surrounding transparency and fees and how DFMs complement financial advisers rather than replace them. Given South Africa’s rapidly growing DFM market, we also discuss how best practices and international trends, particularly from the UK, can help ensure sustainable growth for the industry.

    Advisers who want to learn more can listen to our conversation below
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