DFM

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

Advisers' trust in their outsourced investment partner often depends on a key factor: the end client.

Clients who have their investments geared towards a specific outcome gain more from the advice process than those focused on ongoing market developments alone, according to discretionary fund manager Thomas Miller Investment (TMI).