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.


5 DFMs unite to end ‘predator’ perception and adviser mistrust

Five DFMs have formed a new partnership to end the perception they are ‘predatory’ and remove mistrust among advisers.


Host of expert speakers at Defaqto DFM conference

A host of expert speakers will delve into the Discretionary Fund Manager 'universe' tomorrow in Birmingham. Read more...

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