DFM

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

Advisers of the post-Retail Distribution Review (RDR) era need their discretionary fund managers (DFM) to be "highly flexible" in agreeing investment mandates, so they can meet clients' needs, research has concluded.

Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

Discretionary fund managers are failing their customers by adopting opaque and expensive charging structures, according to a damning report.

Adviser support group Aim Two Three is launching a discretionary fund manager (DFM) comparison tool.

A significant number of IFAs are refusing to bow to the pressure to outsource management of their clients' investment portfolios and are continuing to do the job themselves, according to a poll.

Friends for life: How to build a lasting relationship with your DFM

Charles Stanley's pre-tax profits are likely to fall 10% short of market expectations due to rising costs, the wealth manager has warned.

National wealth management firm Attivo group has acquired Northwood-based IFA Anthony Etkind & Co, supporting its drive to double in size by 2017.

As the DFM market expands proper due dilligence is more important than ever