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

'Real danger' of some MPS players running too many models

'Real danger' of some MPS players running too many models

‘The number of models they’re running can absolutely run away from them’

Isabel Baxter
clock 18 June 2025 • 3 min read
IFA Prosperity partners with SEI for MPS range

IFA Prosperity partners with SEI for MPS range

To manage its ‘Pegasus’ MPS range

Isabel Baxter
clock 18 June 2025 • 1 min read
'The alpha is in advice': Financial planning crucial as MPS industrialisation continues

'The alpha is in advice': Financial planning crucial as MPS industrialisation continues

‘The job of selecting a manager is very difficult’

Jenna Brown
clock 17 June 2025 • 2 min read