DFM
Regulation
The Financial Services Authority (FSA) has issued final guidance for firms using centralised investment propositions (CIPs), pointing out the requirements when outsourcing to a discretionary investment manager (DFM).
05 July 2012
•
Wrap/platforms
Platform and discretionary fund manager Parmenion said it is attracting about £20m of new business per month, after revealing its tiered charging structure ahead of the Retail Distribution Review (RDR).
03 July 2012
•
Pensions
Outsourcing investment to a DFM service can make sense for IFA firms but they have to go into the relationship with their eyes wide open, says Harry Kerr
27 June 2012
•
Investment
The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.
25 June 2012
•
Wrap/platforms
Nucleus has bolstered its wrap operations team with the appointment of former Standard Life man Martin Leckie as investment operations manager.
24 May 2012
•
Investment
Support provider SimplyBiz has launched a discretionary fund management service through its asset management arm Verbatim.
21 May 2012
•
Your profession
IFA and discretionary investment manager AFH Financial Group has entered into a joint venture with South Wales-based chartered accountants Broomfield & Alexander.
08 May 2012
•
