DFM

Wrap/platforms

Aegon adds five DFMs to retirement platform

ARC platform DFMs total 17

clock 23 February 2016 • 1 min read

Regulation

'Disappointing' FCA due diligence review misses real adviser issues, consultancy warns

Review is 'too high level'

clock 22 February 2016 • 4 min read

Multi-manager

DFM costs still 'impossible' to rate as FCA reviews due diligence

Due diligence on CIPs 'virtually impossible'

clock 14 February 2016 • 3 min read

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 •