The FCA’s ESG & sustainable investment principles, announced on 19th July, put further ESG suitability pressure on advisers. It’s hard enough for advisers to conduct informed ESG suitability conversations with certain clients, but they also need a credible solution.
RSMR has been offering model portfolios since 2012 through a number of partnerships and some of you will know RSMR through using these advisory models. Ken Rayner, CEO of RSMR, talks about the problems that some of our advisory model clients have been facing.
Selecting the right DFM is a crucial decision for an adviser. In this 3-part series, we reveal what our full and exhaustive rating process involves and what we look for when evaluating and considering a DFM for an RSMR rating.
Selecting the right DFM is a crucial decision for an adviser. In this 3-part series, we reveal what our full and exhaustive rating process involves and what we look for when evaluating and considering a DFM for an RSMR rating.
Selecting the right DFM is a crucial decision for an adviser. In this 3-part series, we reveal what our full and exhaustive rating process involves and what we look for when evaluating and considering a DFM for an RSMR rating.
