DFM

Advisory

Outsourcing experts launch online DFM platform DISCUS

Backed by support services company Bankhall

clock 13 April 2016 • 2 min read

Business roles

Brooks Macdonald forms strategic alliance with IFA Castlegate

IFA firm based in East Midlands

clock 31 March 2016 • 1 min read

Funds

RSMR's Rayner: Our main aim for 2016 is to advance our DFM research

Ratings agency on expansion plans

clock 31 March 2016 • 7 min read

ETFs

Novia launches duo of smart beta portfolios for UK advisers

Partnered with two US firms

clock 10 March 2016 • 2 min read

Platforms

Nucleus' Neilson: Time to boost adviser due diligence on DFMs

Follows FCA due diligence report

clock 07 March 2016 • 1 min read

Platforms

Cofunds launches DFM service

Support for adviser clients

clock 29 February 2016 • 1 min read

Funds

DFMs under fire for lack of 'unique' model portfolio propositions

Portfolios becoming increasingly concentrated

clock 15 February 2016 • 3 min read

Funds

In the face of new multi-asset solutions, are multi-managers losing their edge?

Discretionary fund managers and new multi-asset solutions are squeezing the traditional multi-manager model, which cost more and no longer offer anything new. Jon 'JB' Beckett and Stephen Walker debate the issues surrounding the traditional multi-manager...

clock 11 December 2015 • 11 min read

Wealth managers

Kleinwort Benson poaches Brewin manager for DFM team

Joins London office

clock 26 November 2015 •

Funds

Morningstar UK CEO: 'Why we have to capitalise on big trends like the rise of passives'

Mark Roomans, the head of Morningstar UK, has highlighted launching new 'strategic beta' indices and growing its discretionary fund management (DFM) business as key priorities for the group.

clock 12 November 2015 • 4 min read
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