Nearly all advisers expect their use of DFMs to increase
Consumer Duty playing a role in driving the trend
Consumer Duty playing a role in driving the trend
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Corinne Lord joins the wealth manager
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Alex Charalambous to take on the role from 8 April
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216 investors quizzed for the annual UK Investment Trust Study
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Range of six investment portfolios across different risk levels
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Jump of 44% on the inflows through the same route a year ago
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Total customers rose 12% in the year to reach 484,000
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BM Investment Solutions offering for advisers contributed to 7.3% rise
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Rankings created using data from Engage adviser research software
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Group revenue up 8% to £59.1m in the second half
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Driven by a reduction in the fair value of the portfolio
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Mould has drawn up a shortlist of the factors that could come into play
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