New PFS adviser guide to discretionary investments

The Personal Finance Society (PFS) has published a guide clarifying what financial advisers should do to ensure work with discretionary investment services does not come back to haunt them.

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

The European CEO of DFM and wealth manager Canacord Genuity is to step down, according to reports.

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Firm strengthens DFM capability with Mumford hire

London-based The Marlborough Group has appointed Mike Mumford as business development manager for the firm’s discretionary fund management business, Marlborough Investment Management.

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DFM buys 19.99% stake in Plymouth-based IFA Continuum

DFM Marlborough Group has acquired a stake in National IFA Continuum.

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