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 for free

  • 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

Söderberg & Partners unveils trio of MPS ranges for advisers

Söderberg & Partners unveils trio of MPS ranges for advisers

Portfolios will be available on the Nordic firm’s own adviser platform

Isabel Baxter
clock 03 April 2024 • 1 min read
Is MPS the future of the investment proposition? We asked you…

Is MPS the future of the investment proposition? We asked you…

Advisers, business owners and paraplanners share their thoughts

Isabel Baxter
clock 02 April 2024 • 2 min read
Tatton IM named top DFM provider for advisers by Defaqto

Tatton IM named top DFM provider for advisers by Defaqto

Scored top for most preferred provider for MPS via platform and direct

Isabel Baxter
clock 25 March 2024 • 2 min read