#dfms search results
Watch: #FinancialAdvisers, how do you choose a potential DFM? Maxwell Mojapelo of @PPS_SA Investments, Leigh Kohler of INN8 Invest and Florbela Yates of Equilibrium share their #duedilligence tips here. #DFMs #investing @STANLIB @MomentumINV_ZA citywire.com/za/news/video-…
The new global, multi-asset ETFSA Oyster Global Balanced Prescient AMETF, is packaged as a single tradeable instrument - blurring the line between #DFMs & multi-managers. @DURITZ79 shares insights from #ETFSA's @GarethStobie. #ETFs #AMETFs @JSE_Group citywire.com/za/news/active…
Watch: These representatives believe #DFMs need standardised performance #reporting requirements to allow #financialadvisers to compare them. Watch Equilibrium's Florbela Yates, INN8 Invest's Leigh Kohler & @PPS_SA Investments' Maxwell Mojapelo, here. citywire.com/za/news/video-…
Watch: @PPS_SA's Maxwell Mojapelo, INN8 Invest's Leigh Kohler & Equilibrium's Florbela Yates discuss pros & cons of vertical integration in #DFMs for #financialadvisers... & the blurring role between some DFMs, #assetmanagers & #multimanagers. @STANLIB citywire.com/za/news/video-…
Watch: Industry experts Maxwell Mojapelo of @PPS_SA Investments, Leigh Kohler of INN8 & Florbela Yates of Equilibrium share why #financialadvisers must look for diversified businsesses, scale & skills in a DFM. #DFMs #investment #financialplanners citywire.com/za/news/video-…
Watch: Discretionary fund managers discuss their increasingly complex services to #financialadvisers. Watch Inn8 Invest's Leigh Kohler, Equilibrium's Florbela Yates and @PPS_SA's Maxwell Mojapelo's discussion here. #DFMs #investments #duediligence citywire.com/za/news/video-…
.@CitywireSA’s #MPS Allocators Q2 2026 report - based on leading #DFMs & #investment consultancy submissions - shows managers holding positions but questioning whether traditional portfolio anchors still work. #equities #bonds #alternatives #investing citywire.com/za/news/mps-al…
Amity Investment Solutions' Jessica Anne Fannin explains why chasing peer outperformance can lead portfolios astray and how #DFMs should be judged instead. @DURITZ79 shares more here. #financenews #investments citywire.com/za/news/jessic…
.@Graviton_SA has acquired a majority stake in #DFM Portfolio Analytics. In addition to its clients & AUM Graviton will be gaining three key Analytics staff. @JustinBrownSA shares details from the Graviton & @SanlamInvest CEOs, here. #finance #DFMs citywire.com/za/news/gravit…
#DFMs: Entries are open for the 4th annual @CitywireSA DFM Awards! The premier event celebrates excellence in SA's DFM space, recognising outstanding performance, service, innovation and transformation in adviser-focused portfolio solutions. Enter now! citywire.com/za/news/entrie…
👉 Liste des candidats retenus pour effectuer un #DFMS (Diplôme de Formation Médicale Spécialisée) ou un #DFMSA (Diplôme de Formation Médicale Spécialisée Approfondie) en #France, pour l'année universitaire 2025-2026 👉 institutfrancais-tunisie.com/dfms-dfmsa-202…
UK regulator @TheFCA has fined @BarclaysUK £3.1m (R74m) for failing to spot that collapsed discretionary fund manager #WealthTek was not allowed to hold client money. Details here... #DFMs #financenews #regulation citywire.com/za/news/fca-fi…
Watch: How do #DFMs that are part of bigger groups offering financial advice & #investment management avoid conflicts of interest? @PPS_SA Investments' Maxwell Mojapelo & Investment Solutions by @alexforbes' Fay Khan share how their firms manage this. citywire.com/za/news/video-…
Watch: What could the future hold for #CatII firms and #DFMs in SA? INN8 Invest, @PPS_SA Investments & Investment Solutions by @alexforbes discuss how these firms may evolve given developed market trends, SA regulation and client demands, here. #DFM citywire.com/za/news/video-…
Watch: #DFMs discuss how their services extend to practice management & #successionplanning for #financialadvisers & their firms. Insights from Investment Solutions by @alexforbes, @PPS_SA Investments and #Inn8Invest, here. #IFAs #financialplaners citywire.com/za/news/video-…
Discretionary fund manager Equilibrium Investment Management has added firepower, saying its two new senior appointments will help it ‘narrow the gap between #investments and #financialadvice. @DURITZ79 shared the details here... #DFMs #companynews citywire.com/za/news/equili…
Watch: Execs from #DFMs @PPS_SA Investments, Investment Solutions by @alexforbes and #Inn8 Invest share how they’re preparing for the #CofiBill. They also discuss why transparency needs to improve among DFMs and how regulation can assist. #investments citywire.com/za/news/video-…
Post #USTariffs news, UK managed portfolio service providers are largely sticking with the calls they made at the end of 2024. But that might change if more countries follow China in responding with their own tariffs... Will SA #DFMs follow suit? #MPS citywire.com/za/news/mps-in…
citywire.com
MPS investors hold fire on tariff trades
UK managers are largely sticking with the calls they made at the end of last year, although that might change if more countries follow China in responding with tariffs of their own. Will SA managers...
.@PortfolioMetrix's Oli Jones reflects on the firm’s #modelportfolio offering, what he is bullish on right now, and his top three fund picks. #DFMs #MPS #FinanceNews #investmentinsights citywire.com/za/news/mps-sp…
Today I met #AusNavy Families at #HMASStirling to thank them for the support they provide to our mission. We couldn't do the important work we do for our nation without you. Power at Sea, Strength from Home. #DFMS
A few of our Falcon Parent Committee members wanted to support @pgcps Attendance Awareness Social Media Campaign. They are committed to making sure their scholar has great attendance & lawful absences. #DFMS #FalconParentCommittee #bridgingthegap
#FormationSanté | 🧑⚕️ Félicitations aux 40 médecins et internes 🇻🇳 retenus pour poursuivre leur formation dans les hôpitaux français dans le cadre des diplômes de formation médicale spécialisée (#DFMS/#DFMSA) en 2022. Ce programme a déjà permis de former environ 3000 médecins 🇻🇳 !
𝐅𝐥𝐞𝐞𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐫𝐞𝐪𝐮𝐢𝐫𝐞 𝐦𝐨𝐫𝐞 𝐢𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐭 𝐬𝐚𝐟𝐞𝐭𝐲 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐫𝐚𝐩𝐢𝐝𝐥𝐲 𝐜𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐰𝐨𝐫𝐥𝐝. #FleetSafety #DriverFatigue #DFMS #SmartFleet #FleetManagement #RoadSafety #DriverMonitoring #FatiguePrevention
Interesting opportunities being discussed at @TValleyChamber Africa Calling event - useful for the development of the #DFMS project we’re part of in Uganda 🇺🇬 #TVCC #DFID #UKSA
Very happy to see the December edition of Multi-Asset Review land on my desk. I worked hard to illustrate some insights into issues affecting financial advisers today and learnt many acronyms along the way! #dfms #esg #risk #investment #incisivemedia @Profadviser
Benefits of DFMs met with scepticism by cost-conscious advisers dlvr.it/RCvXDS #PAAnalysis #DFMs #DiscretionaryFundManagers #Rathbones
The Drought and Flood Mitigation Service (DFMS) is underway. The team visited the Karamoja region of Uganda in May to showcase the #DFMS demo and gather feedback from the users hubs.ly/H0cZ82m0 #EarthObservation
Family engagement extends to the softball/baseball field...we show up for our scholars because we all know that it takes a village 💜 Shoutout to the DFMS Softball/Baseball Coaches @MsHysonsWorld @toolaidbac @TeachStaples Mr. Montgomery #dfms #levelupthedrewway
Mickey Morrissey: Insourcing investment may prove a false economy dlvr.it/RHgtVF #Opinion #DFMs #insourcing #MickeyMorrissey
We've got a growing collection of whitepapers available on a number of topics! Get the detail you need: bit.ly/2WiGSOQ #IFAs #DFMs
Thank you to @SBuschi for teaching our students about the healing powers of sound bowls #dfms #wellnessfair @PrincipalMoose
MPS, an award-winning model portfolio service offering best-in-class risk-adjusted returns. Find out more: ow.ly/42nD30nUNjC #IFAs #DFMs
Félicitations aux 31 médecins vietnamiens 🧑⚕️👩⚕️ retenus pour des formations médicales spécialisées partout en France (#DFMS et #DFMSA). Malgré les difficultés liées au COVID, la coopération historique 🇫🇷-🇻🇳 dans le domaine de la santé continue !
Join our #keynote speaker Robert Rose @cmicontent in learning how to effectively measure your content strategy to drive ROI and customer satisfaction. Get ready to #LevelUp and see what is happening now and what's next for content marketing strategy #DFMS loom.ly/6Q0iK-s
Our DFM Model Portfolio Service has achieved @DefaqtoAdviser 5-Star and 5-Diamond Ratings. Understand what that means: ow.ly/diCf30oFIe1 #MPS #IFAs #DFMs
Imagine delivering a more efficient and effective investment outcome to all your clients in a fraction of the time, secure in the knowledge you are meeting your compliance obligations. With PortfolioMetrix this is a reality >> ow.ly/tFYw30myJcu #IFAs #DFMs #investment
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