What advisers need from fund managers

Vanessa Stoykov,  creator,  No More Practice

Having been in this industry for more than 23 years, I have seen many changes. One of the biggest of course has been FOFA (Future of Financial Advice), and the need for advisers to change not only their business models, but also the way they interact with clients, their fee structures, and how they deal with stakeholders in the industry who have a vested interest in their success.

Of course, one group of stakeholders to be considered are fund managers, who are crucial to providing investment products to clients.

They are equally as crucial, I believe, in providing advisers with information and education which they can use to help inform their clients about markets, economies and ultimately their money.

This is where I can see a big shift in the way fund managers interact with advisers moving forward. And of course,

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