DFM
Wrap/platforms
Charles Stanley's pre-tax profits are likely to fall 10% short of market expectations due to rising costs, the wealth manager has warned.
16 April 2014
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Your profession
National wealth management firm Attivo group has acquired Northwood-based IFA Anthony Etkind & Co, supporting its drive to double in size by 2017.
03 April 2014
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Managed solutions
As the DFM market expands proper due dilligence is more important than ever
13 March 2014
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Managed solutions
Advisers' trust in their outsourced investment partner often depends on a key factor: the end client.
28 February 2014
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Managed solutions
Clients who have their investments geared towards a specific outcome gain more from the advice process than those focused on ongoing market developments alone, according to discretionary fund manager Thomas Miller Investment (TMI).
25 February 2014
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Tax Planning
Legal & General (L&G) has set up a small team focused on providing tax solutions to high-net worth (HNW) clients of discretionary fund managers (DFMs) and the advisers who use them.
20 February 2014
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Regulation
Former St James's Place (SJP) adviser Tim Horrocks has revealed plans to launch an advisory firm later this month called RockWealth.
12 February 2014
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Regulation
The Financial Conduct Authority (FCA) has green-lighted its proposed ban on referral payments from discretionary fund managers (DFMs) to financial advisers for top-up business from existing clients.
31 January 2014
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