DFM and financial planner form £350m UK wealth group
Newly created firm is ‘poised’ for acquisitions, as well as senior hires
DFMs
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DFMs tell twitchy clients to stay calm over coronavirus
Firms have started to proactively contact clients to allay fears
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Jonathan Wauton: Bridging the gap between model and bespoke portfolios
‘Wealthtech’ can help keep a check on risk while empowering portfolio managers
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Brooks Macdonald buys Scottish wealth manager for £39m
Equity placing set to raise £30m for Cornelian purchase
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AJ Bell to roll out third-party DFM models
In tandem with a retirement investment account in 2020
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Has Woodford changed DFM attitudes to unlisted companies?
Scrutiny of unquoted holdings in open-ended funds comes as companies stay private for longer
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Mickey Morrissey: Insourcing investment may prove a false economy
Advisers should not underestimate the resources needed to meet complex market and regulatory demands
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Benefits of DFMs met with scepticism by cost-conscious advisers
Rathbones report touts performance and risk/return benefits
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Brooks Macdonald hails ‘decent’ growth as new business flows halve
Total assets at wealth manager inch toward £13bn
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Major DFM brands warned not to rest on their laurels with advisers
Advisers are increasing the number of firms they use for outsourced investment
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DFMs split on merits of a less chummy industry
Platforms and passives accused of severing relationships
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Advised clients fail to jump on board as ETFs eclipse index funds
ETFs account for almost half of passive assets in Europe
