DFM

Charging

Quarter of advisers saw 10%-plus pay rise after adopting DFM model

One-quarter of financial advisers have seen a pay rise greater than 10% after adopting the use of a discretionary fund manager (DFM), research for Rathbones undertaken by CoreData has suggested.

clock 04 October 2018 • 1 min read

Companies

DFM Whitechurch offers IFAs 'attractive earn-out deal'

'Straightforward exit option'

clock 05 September 2018 • 1 min read

Investment

Cazenove and Openwork commit to MPS transparency through FE service

35 DFMs have subscribed

clock 06 August 2018 • 1 min read

Investment

Adviser appetite for discretionary permissions waning - Nucleus

In-house portfolios remain most popular

clock 31 July 2018 • 2 min read

People

IFA Chase de Vere appoints research analyst after DFM launch

Launched in June

clock 30 July 2018 • 1 min read

Investment

Former Beaufort Securities boss plans takeaway business launch

DFM collapsed in March

clock 30 July 2018 • 1 min read

Investment

Mike Barrett: Is any multi-asset option 'the' investment solution?

Centralised intelligence agency

clock 13 July 2018 • 4 min read

Investment

Fraser Donaldson: The start of a beautiful friendship?

DFM insights

clock 09 July 2018 • 5 min read

Managed solutions

Henry Cobbe: Towards a more customised portfolio approach

Custom-made or off-the-shelf?

clock 26 June 2018 • 3 min read

Managed solutions

Ex-Sesame Bankhall boss George Higginson launches DFM

Joint MD with former HSBC global head of wealth insurance

clock 22 June 2018 • 2 min read