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...
'A bit of smoke and mirrors'
Revisiting the portfolio debate
Fees 0.1% per annum or £20 per month
'Arm's length at a reasonable cost'
'Prepare a key insights document'
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
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