RSMR adds 2 more DFMs to ratings list

Fund research company RSMR has added propositions from Brewin Dolphin and Quilter Cheviot to its list of rated Discretionary Fund Managers (DFMs).

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DFM hires CISI Fellow as it expands bespoke HNW service

DFM Whitechurch Securities has hired a Chartered Fellow of the Chartered Institute of Securities & Investments.

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Planners urged to review DIM deals - 5 key steps to take

The Personal Finance Society last week put out an urgent warning to advisers about DFM compliance.

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DFM compliance - PFS issues urgent warning to advisers

The Personal Finance Society has put out an urgent warning this morning to advisers about DFM compliance.

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