Friday, 11 April 2014 07:55
The number of advisers using discretionary management services will increase in the coming years according to financial researcher Defaqto.
Tuesday, 15 October 2013 09:03
Research results from financial research company Defaqto has found show that 45 per cent of financial advisers are outsourcing some or all of their investment management.
Thursday, 15 August 2013 12:48
Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.
Published in Insight & Analysis
Monday, 12 August 2013 10:29
Defaqto has found the number of advisers switching platforms has increased from 21 per cent to 29 per cent in the past year.
Wednesday, 08 May 2013 11:46
Suffolk Life will be holding due diligence seminars on Sipps, accredited for CPD by the Institute of Financial Planning.
Tuesday, 26 February 2013 16:52
Rory Percival from the Investment Intermediaries department of the Financial Services Authority has warned that firms should check the language used by their firms and their chosen DFM.
Tuesday, 26 February 2013 16:39
Rory Percival from the Investment Intermediaries department of the Financial Services Authority has said value for money is not a key focus of the FSA's thematic reviews.
Tuesday, 26 February 2013 15:27
Communication between parties is the most important aspect of working with a discretionary fund manager, according to speakers at the Defaqto discretionary fund manager conference today.
Tuesday, 26 February 2013 11:10
Industry experts, including IFP chief executive Nick Cann, debated the challenges facing the rapidly growing DFM sector at a major London conference today.
Tuesday, 26 February 2013 10:30
DFM expert Matt Ward has told the first Defaqto DFM conference in London today that discretionary fund managers have seen rapid growth in popularity but warned that advisers must consider "suitability" before recommending a DFM to clients.
Free Weekly e-Newsletter