DFM
Wrap/platforms
Nucleus has bolstered its wrap operations team with the appointment of former Standard Life man Martin Leckie as investment operations manager.
24 May 2012
•
Investment
Support provider SimplyBiz has launched a discretionary fund management service through its asset management arm Verbatim.
21 May 2012
•
Your profession
IFA and discretionary investment manager AFH Financial Group has entered into a joint venture with South Wales-based chartered accountants Broomfield & Alexander.
08 May 2012
•
Investment General
Wealth manager and pensions consultancy Mattioli Woods is preparing for the launch of a discretionary portfolio management service after securing investment permissions from the FSA.
02 May 2012
•
Regulation
The Financial Services Authority (FSA) has expressed concerns about the quality of advice around firms' use of 'centralised' investment solutions after a thematic review flagged widespread failings at some firms.
04 April 2012
•
Your profession
Rachel Dalton finds out why more adviser firms are turning to white label SIPPs to boost their service proposition.
22 February 2012
•
Pensions
Tony Hales, managing director of Stadia Trustees, looks at where SIPP investors have put their money since the start of the year.
16 February 2012
•
