DFM

Companies

Succession buys fifth advice firm for £5.3m

Plans to buy nine more firms this year

clock 11 April 2016 • 1 min read

Investment

Brooks Macdonald forms strategic alliance with IFA Castlegate

IFA firm based in East Midlands

clock 31 March 2016 • 1 min read

Managed solutions

Two-thirds of advisers 'struggle to manage' in-house investment

More than 100 advisers surveyed

clock 22 March 2016 • 1 min read

Wrap/platforms

Aegon adds five DFMs to retirement platform

ARC platform DFMs total 17

clock 23 February 2016 • 1 min read

Regulation

'Disappointing' FCA due diligence review misses real adviser issues, consultancy warns

Review is 'too high level'

clock 22 February 2016 • 4 min read

Multi-manager

DFM costs still 'impossible' to rate as FCA reviews due diligence

Due diligence on CIPs 'virtually impossible'

clock 14 February 2016 • 3 min read

Companies

Succession buys four firms for £9.5m

Adds £400m to funds under management

clock 12 January 2016 • 1 min read

RDR

FCA: Concerns linger over adviser payments despite inducements ban

Regulator 'encouraged' by adviser firms' response but fears potential for bias remains in some firms

clock 21 October 2015 •

Business models

DFM: Referring clients to financial planners makes commercial sense

CISI-IFP merger is 'biggest opportunity'

clock 09 October 2015 •

Wrap/platforms

Aberdeen to buy DFM and platform Parmenion

Aberdeen Asset Management is to acquire discretionary fund manager and platform Parmenion.

clock 04 September 2015 •