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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
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  • Trending now
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DFM

Tatton IM launches blended portfolios alongside DFM
  • Investment
Tatton IM launches blended portfolios alongside DFM

AMC 0.30%, OCF ranges from 0.56% to 0.64%

  • 13 February 2018
Bordier teams up with Dynamic Planner on five risk-targeted portfolios
  • Investment
Bordier teams up with Dynamic Planner on five risk-targeted portfolios

Risk profiles three to seven

  • 17 January 2018
MiFID II will push advisers to DFM MPS model - Zeus Capital
  • Investment
MiFID II will push advisers to DFM MPS model - Zeus Capital

Increase expected among directly-authorised IFAs

  • 08 January 2018
Achieving diversification in challenging times - Nick Georgiadis
  • Managed solutions
Achieving diversification in challenging times - Nick Georgiadis

Last of five videos with Cazenove Capital’s DFM team

  • 12 December 2017
Mickey Morrissey: How to grow your business profitably
  • Adviser tips
Mickey Morrissey: How to grow your business profitably

Core and non-core activity

  • 07 December 2017
A multi-asset approach to portfolio construction - Nick Georgiadis
  • Managed solutions
A multi-asset approach to portfolio construction - Nick Georgiadis

Fourth of five videos with Cazenove Capital’s DFM team

  • 04 December 2017
The business case for outsourcing investment - Simon Cooper
  • Managed solutions
The business case for outsourcing investment - Simon Cooper

Second of five videos with Cazenove Capital’s DFM team

  • 21 November 2017
'Easing the burden' with a DFM approach - Nick Georgiadis
  • Managed solutions
'Easing the burden' with a DFM approach - Nick Georgiadis

First of five videos with Cazenove Capital's DFM team

  • 14 November 2017
Thesis AM on acquisition trail as it snaps up Cambridge Fund Managers
  • Investment
Thesis AM on acquisition trail as it snaps up Cambridge Fund Managers

Plans further DFM purchases

  • 01 November 2017
Mike Webb: Is DFM being lost in translation?
  • Investment
Mike Webb: Is DFM being lost in translation?

With the term 'DFM' being used so loosely these days, says Mike Webb, the challenge for advisers is to be absolutely clear what type of offering they are engaging with and whether it is the right choice for their clients

  • 05 October 2017
Fraser Donaldson: Home truths on DFM due diligence
  • Investment
Fraser Donaldson: Home truths on DFM due diligence

Fraser Donaldson's wife said she was the wrong person to ask what a client might expect from a discretionary firm as she knew nothing about investment. Here he shows why this made her exactly the right person to ask

  • 28 September 2017
Kevin Doran: The DFM market is ripe for a bit of disruption
  • Investment
Kevin Doran: The DFM market is ripe for a bit of disruption

Aiming to provide active management at passive prices

  • 27 September 2017
S&W hires Barings sales director Finch
  • Companies
S&W hires Barings sales director Finch

Will promote DFM solutions

  • 20 September 2017
Kevin Doran returns to industry with low-cost DFM business launch
  • Your profession
Kevin Doran returns to industry with low-cost DFM business launch

Ex-Brown Shipley CIO

  • 13 September 2017
Advisers question MiFID II reporting rule
  • Regulation
Advisers question MiFID II reporting rule

Unclear where responsibility lies

  • 13 September 2017
Clive Waller: Platforms' major role in model portfolios
  • Your profession
Clive Waller: Platforms' major role in model portfolios

New category for UK Platform Awards

  • 11 September 2017
RSMR adds Brewin Dolphin and Quilter Cheviot to DFM list
  • Investment
RSMR adds Brewin Dolphin and Quilter Cheviot to DFM list

Join original six DFMs added in March

  • 07 August 2017
Lawrence Cook: Five factors for a successful adviser-DFM relationship
  • Adviser tips
Lawrence Cook: Five factors for a successful adviser-DFM relationship

Due diligence works both ways

  • 17 July 2017
Giles Marriage: Beyond funds - why stock screens are key in DFM selection
  • Managed solutions
Giles Marriage: Beyond funds - why stock screens are key in DFM selection

A sharper focus

  • 29 June 2017
Tatton AM to launch £52m IPO in July
  • Investment
Tatton AM to launch £52m IPO in July

Parent of adviser support services firm Paradigm Partners

  • 22 June 2017
Who have advisers ranked as the most popular DFM?
  • Managed solutions
Who have advisers ranked as the most popular DFM?

Investec W&I on the up

  • 11 May 2017
Standard Life Wealth boosts leadership team
  • Your profession
Standard Life Wealth boosts leadership team

John Hair becomes CIO

  • 04 May 2017
Schroders UK Platform Awards 2017 offers new DFM award
  • Your profession
Schroders UK Platform Awards 2017 offers new DFM award

In association with Professional Adviser

  • 02 May 2017
Daniel Hurdley: Three steps to a robust DFM due diligence process
  • Adviser tips
Daniel Hurdley: Three steps to a robust DFM due diligence process

Comprehensive paper trail

  • 28 March 2017
234

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