We all know that research and due diligence is a key skill for paraplanners.
And with discretionary fund management (DFM) services becoming more popular – whether bespoke or model portfolios – the demand for these skills is only going to increase.
In our latest online Assembly, we’re bringing together experts who are able to share perspectives from both sides of the DFM equation.
During this session we…
Explored the approach and processes you can adopt to carry out research discuss the tech that’s out there that can help Invited DFM guests to tell us what they think paraplanners should ask…but don’t Discover what kind of due diligence DFMs carry out for themselves