DFM & Model Portfolios

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'

With six risk options

As advisers ‘rethink income, tax and retirement needs’

CGT optimisation, cash management, reporting noise cited as issues