Thesis Lawrence Cook

Thesis Lawrence Cook-81
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Old-school (and sometimes arrogant) DFMs like this often wanted a relationship directly with the adviser’s client, taking on the responsibility for KYC and suitability recommendations themselves, and leaving the adviser feeling more or less superfluous to the relationship.

In extreme cases, client reporting and even client meetings with the DFM to discuss portfolio performance were set up without including the adviser.

For example, third parties such as ARC, FE, Dynamic Planner, Discus and Defaqto all offer DFM and portfolio comparison tools to get adviser due diligence underway, and DFMs should engage with a range of these third parties for the benefit of advisers.

More in depth information can be gained from face-to-face meetings between adviser and DFM, which should include discussions on risk and return parameters, performance track record, platform and wrap availability, rebalancing, charges, diversification, drawdown and so on.

But DFMs today can also offer advisers much more service and support to add value to their client relationships.

The starting point should be for DFMs to ensure that sufficient information is available to allow advisers to start building a shortlist of potential DFMs to accommodate their clients’ different investment objectives.

Methicillin resistant staphylococcus aureus (MRSA): psychological impact of hospitalisation and MRSA isolation in an older adult population and a critique of research methods used to study pyschological issues in this population.

The role of theory and research in clinical practice: an investigation of therapists' perceptions of the scientist-practitioner model according to stage of professional development and professional allegiance.

Causal attributions in schizophrenia: an investigation of clients and relatives causal attributions about the illness.

This would be examined in relation to clients perceptions of family relationships, knowledge about schizophrenia and family distress.


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