Technical Update: Discretionary Fund Management
- Monday, 07 January 2013
- Insight & Analysis
In this edition of Technical Update Harry Kerr of Avalon Investment takes a look at the rise of the Discretionary Fund Managers (DFMs) in the run up to the Retail Distribution Review and explores the benefits of using a wrap platform.
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DFM model portfolio charges on platforms need to be cut
- Wednesday, 03 October 2012
- Articles
Mark Polson, founder of investment consultancy The Lang Cat, has warned that DFMs (discretionary fund managers) may be charging too much for model portfolios on platforms.
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Skandia warns on use of discretionary fund managers
- Friday, 18 May 2012
- Articles
Skandia has warned advisers they could be breaching Financial Services Authority rules if they fail to use discretionary fund managers correctly.
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