DFM

Companies | 2 Mar 18

The Financial Conduct Authority (FCA) has declared discretionary fund management firm Beaufort Securities and its clearing arm, Beaufort Asset Clearing Services, insolvent.

Best Practice | 12 Feb 18

The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.  

Best Practice | 29 Jan 18

IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.

Asia | 1 Nov 17

Dissecting advice and portfolio management can resolve the cost, performance and regulatory issues IFAs are facing, Scott Campbell, managing director and chief investment officer of MitonOptimal, tells International Adviser.

Best Practice | 4 Oct 17

The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?