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  • Planners urged to review DIM deals - 5 key steps to take

    David Gurr, from the independent due diligence consultancy Diminimis

  • DFM hires CISI Fellow as it expands bespoke HNW service

  • RSMR adds 2 more DFMs to ratings list

    RSMR's Ken Rayner

  • Financial Planning firm opens self-built DFM to all planners

    Chartered Financial Planner Damien Rylett

  • Parmenion scraps initial fees and charges for new business

    Richard Goodall of Parmenion

  • Thesis buys DFM firm managing £30m in funds

    Lawrence Cook of Thesis

  • Planner-built DFM claims ‘cheapest’ passive portfolios

    James Priday of P1

  • 30+ DFMs join model portfolio service

    FE website

  • FCA moves in as DFM Beaufort Securities Ltd fails

    Beaufort Securities Ltd website following FCA intervention

  • Financial Planning helps wealth manager break income record

    David Nicol

  • FSCS begins £50m payout to clients of failed DFM Beaufort

    FSCS chief executive Mark Neale

  • DFM and SIPP firm Greyfriars enters administration

    Greyfriars Asset Management

  • FCA bans DFM from carrying out regulated activity

    Organic Investments

  • DFM buys 19.99% stake in Plymouth-based IFA Continuum

    Continuum

  • Schroders makes senior hire from Embark Group

    Gillian Hepburn

  • Beaufort Securities FSCS compensation bill hits £22m

    FSCS website

  • 18 DFMs sign up to use new due diligence hub

    DD|hub's new website

  • Firm strengthens DFM capability with Mumford hire

    Mike Mumford

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

    Alexis de Rosnay

  • Sanlam acquires Thesis including its Financial Planning arm

    Jonathan Polin

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