DFM
Managed solutions
Advisers should be aware that their clients may be unreasonably seduced by the idea that a bespoke discretionary fund managed (DFM) portfolio is 'created especially for them', according to one asset manager.
16 May 2013
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Wrap/platforms
Cofunds has added GAM's range of five risk-rated models to the platform.
24 April 2013
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Managed solutions
Aegon has signed a deal with discretionary fund manager (DFM) London & Capital (L&C), making a range of the DFM's multi-asset portfolios available via the provider's platform.
14 March 2013
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Wrap/platforms
Aviva has added discretionary fund manager London & Capital's (L&C's) 13 portfolios to its platform.
06 March 2013
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Regulation
The Financial Services Authority (FSA) has outlined plans for a further clampdown on referral fees paid by discretionary fund managers (DFMs) to advisers.
05 March 2013
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Investing in the profession
Tyneside-based Moneygate Group has acquired discretionary fund management (DFM) and advisory firm Watermark in a bid to broaden its offering to clients.
28 February 2013
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Regulation
The Financial Services Authority (FSA) is warning advisers to ensure their in-house risk assessments are aligned with those of any discretionary fund managers (DFMs) they use.
27 February 2013
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Managed solutions
Fresh concerns among advisers about how the Financial Services Authority (FSA) may view their tactical asset allocation calls are helping to drive the growth of discretionary fund managers (DFMs), according to Ascentric chief executive, Hugo Thorman....
26 February 2013
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