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  • DFM and wealth manager CEO ‘to stand down’ – reports

    Alexis de Rosnay
  • New PFS adviser guide to discretionary investments

  • £1bn City DFM firm slumps into administration

    Reyker Securities
  • FSCS plans to help customers of failed £1bn DFM

    Reyker Securities
  • Free due diligence service sees 1,700 requests in first year

    DD hub website
  • DFMs need to improve client onboarding - survey

    Defaqto DFM Survey
  • AJ Bell to add DFMs to adviser platform

    AJ Bell website
  • AJ Bell adds third party MPS access for advisers

    Billy Mackay
  • Standard Life Elevate adds DFMs for first time  

    Elevate website
  • Defaqto Engage adds over 1,000 risk-rated DFMs

    Defaqto Engage website
  • Investec to exit structured product market

    Investec logo
  • Planners feel supported by DFMs but service lacking

    Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto
  • FSCS says most clients of failed DFM have been paid back

    FSCS website
  • Parmenion launches bespoke investment partnerships

    Parmenion CEO Martin Jennings
  • Tatton to acquire 50% of DFM 8AM for £7m

    Tatton Asset Management's website
  • Wealth firm acquisitions boost profit 83% for 7IM

    7IM's website
  • Defaqto beefs up DFM data with AKG tie-up

    Defaqto Engage website
  • Fraser Donaldson: DFMs see avalanche of new portfolios

    Fraser Donaldson
  • Many DFMs failing advisers over Consumer Duty

    Defaqto website
  • Fraser Donaldson: A thorny question of cash interest

    Fraser Donaldson

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