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DFM

Is the DFM sector behind when it comes to changing fees?

DFM & Model Portfolios

Is the DFM sector behind when it comes to changing fees?

‘A lot of the DFM community remains AUM-based’

clock 19 September 2024 • 4 min read
Dynamic Planner enhances DFM research tools for advisers

Managed solutions

Dynamic Planner enhances DFM research tools for advisers

Research includes the past performance of over 900 DFM MPS

clock 02 May 2024 • 1 min read
Tatton MPS solutions dominate as most popular in Q1

DFM & Model Portfolios

Tatton MPS solutions dominate as most popular in Q1

Three Tatton MPS solutions land in Defaqto’s top ten

clock 15 April 2024 • 2 min read
Tatton IM named top DFM provider for advisers by Defaqto

DFM & Model Portfolios

Tatton IM named top DFM provider for advisers by Defaqto

Scored top for most preferred provider for MPS via platform and direct

clock 25 March 2024 • 2 min read
Accessing MPS solutions via adviser platforms grows in popularity

DFM & Model Portfolios

Accessing MPS solutions via adviser platforms grows in popularity

More than two thirds of advisers access MPS via adviser platforms

clock 25 March 2024 • 2 min read
Investment boutique launches with adviser MPS offering

DFM & Model Portfolios

Investment boutique launches with adviser MPS offering

Magellan Research & Investment will operate under P1 Investment Services

clock 18 March 2024 • 2 min read
'Insourcing' - Not all propositions are created equal

Managed solutions

'Insourcing' - Not all propositions are created equal

The three fundamentals of 'insourcing' explained

clock 12 January 2024 • 4 min read
Advisers partner with fewer DFMs post-Consumer Duty

Your profession

Advisers partner with fewer DFMs post-Consumer Duty

Advisers work with an average of 1.7 DFMs, down from 2.2 last year

clock 07 December 2023 • 1 min read
Cost and consistency: The role of MPS post-Consumer Duty

Managed solutions

Cost and consistency: The role of MPS post-Consumer Duty

Nearly half of advisers use a third-party DFM

clock 15 November 2023 • 4 min read
Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence

Your profession

Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence

The asset manager benefits from a ‘larger team’

clock 17 July 2023 • 1 min read
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