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DFM

Companies

Succession buys four firms for £9.5m

Adds £400m to funds under management

clock 12 January 2016 • 1 min read

RDR

FCA: Concerns linger over adviser payments despite inducements ban

Regulator 'encouraged' by adviser firms' response but fears potential for bias remains in some firms

clock 21 October 2015 •

Business models

DFM: Referring clients to financial planners makes commercial sense

CISI-IFP merger is 'biggest opportunity'

clock 09 October 2015 •

Wrap/platforms

Aberdeen to buy DFM and platform Parmenion

Aberdeen Asset Management is to acquire discretionary fund manager and platform Parmenion.

clock 04 September 2015 •

Your profession

Lighthouse agrees advice deal with teachers' union

National advice firm Lighthouse Group has entered an 'affinity' contract with the Association Of Teachers and Lecturers (ATL), gaining it access to 170,000 prospective new clients.

clock 03 September 2015 •

Managed solutions

Old habits: Should advisers leave fund picking to DFMs?

Should advisers leave fund picking to DFMs?

clock 07 August 2015 •

RDR

Good practice revisited: Five times advisers nailed it

When advisers got it right

clock 06 August 2015 •

Your profession

Consolidator grabs four IFAs; grasps at further eight

Chartered financial planning firm and consolidator Attivo has acquired the client banks of a further four IFA businesses, taking the total to five in 2015 and putting the business on target for 12 by year end.

clock 14 May 2015 •

Investment

Hourly charging IFA Saunderson House to launch discretionary service

Advisory firm Saunderson House is planning to launch a discretionary service later this year in a bid to broaden its investment offering.

clock 13 May 2015 •

Asset Allocation

Quick fire quiz: Five questions to ask hopeful DFM partners

Five questions to ask hopeful DFM partners

clock 29 April 2015 •
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