• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Alexis de Rosnay

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

  • New PFS adviser guide to discretionary investments

  • Reyker Securities

    £1bn City DFM firm slumps into administration

  • Reyker Securities

    FSCS plans to help customers of failed £1bn DFM

  • DD hub website

    Free due diligence service sees 1,700 requests in first year

  • Defaqto DFM Survey

    DFMs need to improve client onboarding - survey

  • AJ Bell website

    AJ Bell to add DFMs to adviser platform

  • Billy Mackay

    AJ Bell adds third party MPS access for advisers

  • Elevate website

    Standard Life Elevate adds DFMs for first time  

  • Defaqto Engage website

    Defaqto Engage adds over 1,000 risk-rated DFMs

  • Investec logo

    Investec to exit structured product market

  • Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto

    Planners feel supported by DFMs but service lacking

  • FSCS website

    FSCS says most clients of failed DFM have been paid back

  • Parmenion CEO Martin Jennings

    Parmenion launches bespoke investment partnerships

  • Tatton Asset Management's website

    Tatton to acquire 50% of DFM 8AM for £7m

  • 7IM's website

    Wealth firm acquisitions boost profit 83% for 7IM

  • Defaqto Engage website

    Defaqto beefs up DFM data with AKG tie-up

  • Fraser Donaldson

    Fraser Donaldson: DFMs see avalanche of new portfolios

  • Defaqto website

    Many DFMs failing advisers over Consumer Duty

  • Fraser Donaldson

    Fraser Donaldson: A thorny question of cash interest

Page 2 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.