DFM

Self-sufficient? Why adviser DFMs still need a helping hand

Discretionary fund managers (DFMs) are facing growing pressures to standardise managed portfolio fees as the Financial Conduct Authority (FCA) considers warning advisers against using any service where costs are not clear.

Size isn’t everything: Local vs national DFMs

Why the DFM industry is not dynamic enough

The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.

Advisers of the post-Retail Distribution Review (RDR) era need their discretionary fund managers (DFM) to be "highly flexible" in agreeing investment mandates, so they can meet clients' needs, research has concluded.

Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

Discretionary fund managers are failing their customers by adopting opaque and expensive charging structures, according to a damning report.

Adviser support group Aim Two Three is launching a discretionary fund manager (DFM) comparison tool.

A significant number of IFAs are refusing to bow to the pressure to outsource management of their clients' investment portfolios and are continuing to do the job themselves, according to a poll.