DFM, wealth manager and Chartered Financial Planner Brooks Macdonald has seen investment performance offset by net outflows, leaving funds under management down 1.9%, in its first quarter of their financial year.

Over two thirds (68%) of Financial Planners are using platforms daily in comparison to three in five (60%) in 2019, according to new research.

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

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