RSMR launches DFM Academy for advisers

Due diligence and selection

clock • 1 min read

Research house and fund ratings group RSMR has launched DFM Academy in a bid to help advisers with their due diligence and DFM selection process.

The DFM Academy, which follows the launch of RSMR's DFM rating in 2016, is supported by Brewin Dolphin, Cazenove Capital, Quilter Cheviot, Rathbones, 7IM and Waverton. It will include a DFM profile for all solutions, supplementing the existing DFM factsheet, in addition to topical news and ideas from the DFMs, as well as videos and events for advisers. Joint managing director of RSMR Geoff Mills said the launch provides "decisive content to help advisers in their selection process". He added: "We have been assessing DFM services for some time, and so have a robust methodology for u...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on DFM & Model Portfolios

Final week to enter Gold Standard Awards 2021 for advisers and DFMs

Honouring the best in financial services

Professional Adviser
clock 16 July 2021 • 1 min read

LGIM unveils 6bps Model Portfolio Service led by Onuekwusi

Justin Onuekwusi will lead the MPS proposition

Pedro Gonçalves
clock 09 June 2021 • 2 min read

Advice firm CEO: Why my DFM relationship works

'Arm's length at a reasonable cost'

Tom Ellis
clock 09 October 2019 • 4 min read