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).


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.


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.


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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