adviser firms

The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.

Fund and tax wrapper choice is the prime factor advisers consider when selecting a platform, research suggests.

Novia is launching a tool enabling advisers and discretionary fund managers (DFMs) to create and manage model portfolios online.

Advisers have been warned not to mislead and confuse HMRC by claiming to offer investment management services - a VAT chargeable activity - while lacking the necessary permissions to do so.

Sanlam Private Wealth (SPW) has acquired the client bank of Twickenham-based IFA Camilleri & Associates.

Platform Ascentric is to hold a series of open days for advisers to help them better understand the service.

Online adviser support portal, Adviser Home, has launched a directory that aims to link companies providing services to intermediaries with the advisers themselves.

Heartwood Investment Management has set out plans to forge partnerships with 100 adviser firms as part of a fresh assault on the intermediary sector.

A financial adviser and criminal gang member who conspired to launder £9.5m has been jailed.

The deVere Group has announced it is opening new UK offices and recruiting 50 financial advisers as it looks to establish a national footprint.