DFM

Investment

James Goward: Is your DFM playing by the rules?

When integration becomes interference

clock 27 October 2016 • 3 min read

Wrap/platforms

ETFmatic launches robo-advice service

Management fee of 0.5% pa

clock 27 October 2016 • 1 min read

Regulation

MiFID II to spur overhaul of adviser business models - research

Focus on compliance, fees and risk

clock 25 October 2016 • 2 min read

People

Rowan Dartington Signature poaches managing director from Brewin Dolphin

Stephens to take on technical investment role

clock 20 October 2016 • 1 min read

Investment

HSBC Wealth chief replaces Chris Macdonald as CEO of Brooks Macdonald

Replaced by Caroline Connellan from HSBC UK wealth

clock 20 October 2016 • 2 min read

Investment

Brexit fallout tops list of concerns for DFMs

Optimistic on international equities

clock 18 October 2016 • 1 min read

Companies

Towry manager leaves to set up Raymond James branch in Ashton-under-Lyne

Aims to replicate service at former firm, UK Wealth Management

clock 19 September 2016 • 2 min read

Wrap/platforms

New DFM comparison tool launches for advisers

Starting point for due diligence

clock 08 September 2016 • 1 min read

Companies

Harwood buys adviser network for £4m

Network posted £24k pre-tax loss

clock 30 August 2016 • 1 min read

Investment

IFA signs partnership deal with Brooks Macdonald

Parento clients given access to DFM

clock 15 August 2016 • 1 min read