DFM & Model Portfolios

Changes due to take effect from October

Hailed as ‘strategically important’ mandate

'A common mistake is treating co-manufacturing as outsourcing with a greater degree of influence'

Move will cut client charges by up to 20%

Head of distribution cites ‘growing’ demand among advisers

Launches Pennee and adds third-party DFMs to platform

Deal is subject to FCA approval

‘It has enabled us to really think about what’s needed’

PA360 panellists on value and compliance

'Technology is the only scalable answer'