Diligence is key when appointing a DFM
Discretionary Management
How the EU capital adequacy regime will apply to those with DIM permissions
CPD
Approx.30min
The technology needed to run a DIM
CPD
Approx.30min
How DFMs have reacted to the pandemic
Why go down the DFM route
How to select a DFM
How DFMs deal with asset allocation
Guide to Discretionary Fund Management
CPD
Approx.60min
Nucleus DFM to launch ‘in coming weeks’
Bowmore rebrand offers DFM and financial planning
What the FCA expects from discretionary managers
CPD
Approx.30min
Adviser slams ‘aggressive’ CMCs as he bags client £52k
Advisers urged to check DFM charges in light of VAT case
AJ Bell to launch DFM models in second half of 2020
Newcastle adviser to launch DFM business
Advisers pick their favourite DFMs
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