Planners feel supported by DFMs but service lacking

Three in four financial advisers have felt supported by their preferred discretionary fund managers (DFM) during the Coronavirus pandemic but service has been lacking, according to a new report.

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Tatton AUM up as DFM retains face-to-face meetings

Assets under management rose 17.4% at Tatton Asset Management for the first half of its financial year which the discretionary fund manager attributes to “adapting seamlessly to the new trading environment”, including maintaining face-to-face engagement with advisers.

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Outflows lead to flat start to the year for Brooks Macdonald

DFM, wealth manager and Chartered Financial Planner Brooks Macdonald has seen investment performance offset by net outflows, leaving funds under management down 1.9%, in its first quarter of their financial year.

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Daily platform use up as satisfaction rises

Over two thirds (68%) of Financial Planners are using platforms daily in comparison to three in five (60%) in 2019, according to new research.

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