Key DFM details for Financial Planners published
- Wednesday, 30 November 2016
- Articles
The latest key information for Financial Planners on DFMs has been released in a new directory.
Read more...Time running out for planners to book DFM due diligence spot
- Wednesday, 09 November 2016
- Articles
Time is running out for Financial Planners to grab a place at a DFM due diligence seminar featuring Rory Percival, the ex-FCA technical specialist.
Read more...Advisers and DFMs get 'portfolio cloning tool'
- Thursday, 03 November 2016
- Articles
A new “Portfolio Cloning tool” designed to help advisers and Discretionary Fund Managers has been launched by Ascentric.
Read more...Percival revealed for DFM due diligence event for planners
- Monday, 31 October 2016
- Articles
Rory Percival, the ex-FCA technical specialist who left the regulator on Friday, will take centre stage at DFM due diligence seminar.
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