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DFM

Managed solutions

Tinder, Match, or speed dating: The DFM/platform relationship

Tinder, Match, or speed dating: The DFM/platform relationship

clock 10 February 2015 •

Wrap/platforms

SIPP provider to launch on-platform DFM panel

A self invested personal pension (SIPP) provider is to launch a panel of discretionary fund managers (DFM) on its platform in a bid to satisfy what it said is adviser demand.

clock 30 January 2015 •

Managed solutions

Standard Life partners with eight DFMs for 'Discretionary Plus' service

Standard Life Wrap has partnered with eight discretionary firms in a bid to enhance the service it offers advisers facing up to pension freedom challenges.

clock 29 January 2015 •

Asset Allocation

Advisers asking 'wrong questions' in DFM due diligence

Advisers are not asking the right questions when doing due diligence on discretionary fund managers (DFM), one such firm has said, in response to criticism it is "impossible" to compare their costs and services.

clock 29 January 2015 •

Wrap/platforms

Zurich expands platform to include first DFMs

Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

clock 23 January 2015 •

Multi-manager

Advisers risking FCA wrath over 'impossible' DFM cost comparisons - report

Advisers are being exposed to accusations of negligent advice by the regulator because comparing charges for the most common outsourced investment options - multi-manager (MM) and discretionary fund managers (DFMs) - is "impossible", according to a damning...

clock 21 January 2015 •

Managed solutions

Novia's DFM Copia beats IA sectors in strong first year

Discretionary fund manager (DFM) Copia Capital Management - part of the Novia group - has reported its first annual performance figures since it began trading a year ago, which show it has beat The Investment Association (IA) industry sector average across...

clock 13 January 2015 •

Managed solutions

Blog: Let's lift the DFM commission cloud

Blog: Let’s lift the DFM commission cloud

clock 29 October 2014 •

Managed solutions

DFM Tilney adds 'agency' option for advisers to select mandate

Discretionary fund manager Tilney for Intermediaries is giving advisers the option of conducting the risk profile and suitability checks in-house before handing over investment responsibility.

clock 15 October 2014 •

Your profession

Network boss calls on FCA to mandate full investment charge disclosure

Ian Cooke, chief executive of network Best Practice IFA Group, has called on regulation to force asset managers to disclose their entire charges transparently.

clock 01 October 2014 •
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