A New Chapter in Advice
Make Your New Investment Solutions Worth The Effort
The [2019] Financial Services Royal Commission is transforming the advice industry. As a fiduciary, you are now exposed to higher ethical and education standards and required to evidence greater levels of competence. The following services are designed to support you as the key portfolio management steward for your clients.
Implemented Solutions
Streamline your practice with a
fully delegated or customised approach
Implemented Solutions.
How it elevates your service
- Creates significant advisor capacity
- Equips you with diverse portfolio solutions to service your entire client base and clients you had considered unserviceable
- Improves portfolio management engagement with clients
- Provides regulatory piece of mind
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Service Based Solutions.
Building Customised Model Portfolios
under an MDA service
Service Based Solutions.
How it elevates your Practice
- Maintains operational consistency by retaining your core investment offering
- Maintains control of your central portfolio management role
- Provides supporting portfolio management infrastructure to improve portfolio dynamics
- Helps you stay ahead of the regulatory curve
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Product Research
Evidence-based
Investment Research
Product Research.
How it improves product advice
- Supports "Know Your Product" obligations
- Helps to streamline your APL
- Improves quality of Investment Committee deliberations
- Improves Advisor-client engagement
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The institutionally owned advice businesses have largely withdrawn from the market, with the product (portfolio) piece being identified as the major source of embedded conflict. Advisors are now seeking commercially viable operational models to sustain their fiduciary obligations. Integrating an array of portfolio options to meet differing consumer needs and preferences is now a critical component of future advice models.
From low cost to highly customised solutions, DFS Portfolio Solutions can provide a solution that is right for you. Whether you choose a fully implemented solution; prefer a service based approach; or seek investment research services, we will help you simplify and sustain your Practice.
DFS Portfolio Solutions – Your Integrated Investment Partner
Reposition your practice and stay
ahead of the regulatory curve.
The client-adviser relationship is built on trust and this places the Adviser as the key steward when it comes to wealth management matters. Yet, increasing compliance and legislative requirements are compelling the industry to move to a business model that provides fiduciary services in a commercially effective and sustainable manner.
DFS Portfolio Solutions can help you:
- Experience greater confidence in your advisory practice.
- Elevate the quality of client engagement with stronger client advocacy
- Create a sustainable business model for the future.
- Meet the diverse portfolio needs and preferences of each major consumer cohort
Advisor-centric Investment Solutions
for Stronger Client Relationships
In addition to the competing demands on your time, which encompasses: client servicing, educational requirements, compliance scrutiny and managing staff and your business, you are also required to navigate and evidence the “know your client” and “know your product” obligations.
DFS Portfolio Solutions can help you:
- Maintain your role as the key steward of client relationships
- Meet the diverse portfolio needs and preferences of all consumer cohorts (GenX, GenY, B/Boomers, SilentGen)
- Sustain and grow your practice and achieve regulatory piece of mind
What Solutions Are You Looking For?
A broad range of investment options to meet your clients’ portfolio needs and preferences
Our modular servicing structure allows you to choose from multiple portfolio management options. Whether you are looking for fully-implemented solutions or prefer to round out your existing investment offering, we can assist.
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Navigating through diverse
portfolio options
In order to meet best interest obligations, Advice Practices will need to access an array of portfolio options to meet the diverse needs and preferences of their clients. For this reason DFS has made its suite of Model Portfolios available through the following platform providers. Speak to us today to learn how DFS Portfolio can help you streamline your business and reduce complexity.
Piecing together customised
portfolios under MDA services
We consult to groups that wish to design their own investment service model under an MDA service model. DFSPS can work with MDA Providers and customise model portfolios to reflect the group’s investment philosophy. As our model portfolios are modular, you have the ability and flexibility to build to your own specification. For example, you may prefer to maintain your current core competencies and round them with ours. The outcome is one which sustains your business with significant institutional-grade research and portfolio management enhancements.
Meet your integrated investment partner
Organise a meeting with the team today
Contact us to find out how we can help
elevate your offering with less effort
Contact us online
Call, email or meet with us
T: 03 9658 6700
E: info@dfsportfoliosolutions.com.au
W: dfsportfoliosolutions.com.au
A: Level 2, 179 Queen Street, Melbourne, Victoria 3000, Australia