AJ Bell to open platform to third party DFMs in H2 2020
It will provide tax wrapper, custody, dealing and settlement services
DFM
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Greyfriars AM and Berkeley Burke declared in default
Glasgow-based IFA business and West Midlands wealth manager also named by the UK lifeboat service
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Dozen UK firms in default during March 2020
Lifeboat scheme said clients could be able to get back money they have lost
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Life insurer expands investment opportunities for DFMs
They will be able to create bespoke portfolios and reduce expenses
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Asset manager launches DFM operation
As retirement solutions provider acquires investment platform consultancy firm
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Financial advice group to set up DFM operation
Firm also launches managed portfolio service via the Zurich intermediary platform
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IFA firm unveils DFM joint venture with Frenkel Topping
Deal is a ‘logical next step’ and will allow both to grow their offerings in the space
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Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
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Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers
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AJ Bell to roll out third-party DFM models
In tandem with a retirement investment account in 2020
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Brooks Macdonald focused on ‘reinvigorating’ international arm
As group says the division ‘is certainly not excluded’ from making potential acquisitions
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UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets