Adviser slams ‘aggressive’ CMCs as he bags client £52k
Discretionary Management
Sanlam eyes personalisation for DFM growth
Brewin’s CEO Nicol to retire
Waverton appoints former UBS wealth chief as CEO
SJP scraps plans to buy Irish wealth manager
Brooks Macdonald buys Edinburgh DFM
Are model portfolios worth the extra cost?
Beware of the rules around DFM
Due diligence should be done on passives
Guide to Discretionary Fund Management
CPD
Approx.60min
Tatton to target advisers' DFM arms
Advisers urged to challenge DFMs on fees
DFMs should get rid of new customer deal
