Chartered Financial Planner and DFM combine 

Chartered Financial Planner Citimark Partnership and DFM Bowmore Asset Management have joined forces and rebranded under the Bowmore Wealth brand from today.

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DFMs need to improve client onboarding - survey

Discretionary Fund Managers need to improve their client onboarding processes, according to a survey of adviser satisfaction.

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DFM firm achieves £7bn assets milestone

Tatton Asset Management, the on-platform discretionary fund management (DFM) and support services business for IFAs, has today issued its interim results for the six-month period ended 30 September.

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Tatton acquires Tenet subsidiary in £2.7m deal

DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.

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