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DFM

Wrap/platforms

London & Capital launches on Aviva in platform push

Aviva has added discretionary fund manager London & Capital's (L&C's) 13 portfolios to its platform.

clock 06 March 2013 •

Regulation

FSA plans further clampdown on DFM referral fees

The Financial Services Authority (FSA) has outlined plans for a further clampdown on referral fees paid by discretionary fund managers (DFMs) to advisers.

clock 05 March 2013 •

Investing in the profession

Moneygate buys and re-brands DFM

Tyneside-based Moneygate Group has acquired discretionary fund management (DFM) and advisory firm Watermark in a bid to broaden its offering to clients.

clock 28 February 2013 •

Regulation

FSA warns on suitability mismatch between DFMs and advisers

The Financial Services Authority (FSA) is warning advisers to ensure their in-house risk assessments are aligned with those of any discretionary fund managers (DFMs) they use.

clock 27 February 2013 •

Managed solutions

Thorman: only a brave adviser uses tactical asset allocation

Fresh concerns among advisers about how the Financial Services Authority (FSA) may view their tactical asset allocation calls are helping to drive the growth of discretionary fund managers (DFMs), according to Ascentric chief executive, Hugo Thorman....

clock 26 February 2013 •

Managed solutions

How to pick a DFM for the long term

OUTSOURCING

clock 21 February 2013 •

Investment

Nearly 60% of advisers will outsource to DFMs - research

Some 57% of advisers have said they plan to outsource to discretionary fund managers (DFMs), according to research released today.

clock 20 February 2013 •

Pensions

Suffolk Life links with Verbatim Asset Management

Verbatim Asset Management's discretionary fund manager (DFM) offering is now available on Suffolk Life's single investment manager self-invested personal pension (SimSIPP).

clock 18 February 2013 •

Managed solutions

RWC adds DFM share class to Convertible Bond fund

RWC is adding a distribution share class to its Global Convertibles fund in response to demand from UK discretionary fund managers (DFMs).

clock 13 February 2013 •

Wrap/platforms

DFMs sceptical over Skandia panel pricing claim

Discretionary fund managers (DFMs) have expressed scepticism at Skandia's claim its fund panel will be able to compete with them on price.

clock 12 February 2013 •
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