New PFS adviser guide to discretionary investments
- Tuesday, 09 July 2019
- Articles
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.
Read more...5 DFMs unite to end ‘predator’ perception and adviser mistrust
- Monday, 06 February 2017
- Articles
Five DFMs have formed a new partnership to end the perception they are ‘predatory’ and remove mistrust among advisers.
Read more...Host of expert speakers at Defaqto DFM conference
- Tuesday, 10 March 2015
- Articles
A host of expert speakers will delve into the Discretionary Fund Manager 'universe' tomorrow in Birmingham. Read more...