Tuesday, 28 June 2016 10:24
The passive fund industry has grown strongly over the last decade or so as investors have increasingly sought out lower-cost solutions and, in the case of the UK, due to the Retail Distribution Review.
Published in Insight & Analysis
Thursday, 03 December 2015 10:02
Defaqto has appointed a new head of insight and a new senior vice president who have held senior roles at Henderson and Legal & General.
Wednesday, 27 May 2015 12:16
A new factsheet to help consumers untangle the retirement reforms and direct them towards Financial Planning has been published by the IFP.
Tuesday, 28 April 2015 10:09
Researchers say that there has been a significant jump in the number of financial advisers using discretionary management services in the past year.
Tuesday, 31 March 2015 10:00
Defaqto chairman Patrick Gale is to leave the company following a £27.6m MBO of the business funded in part by Synova Capital LLP, which hopes to double the company in size after taking a majority stake.
Wednesday, 11 March 2015 15:18
A former FSA boss has outlined the fundamental requirements that the FCA is looking for from adviser firms in terms of due diligence.
Wednesday, 11 March 2015 11:35
A former Financial Planner has stressed the enormous opportunities ahead in the next decade brought about by the pension reforms.
Tuesday, 10 March 2015 09:01
A host of expert speakers will delve into the Discretionary Fund Manager 'universe' tomorrow in Birmingham.
Monday, 26 January 2015 11:19
The Institute of Financial Planning has teamed up with Defaqto to offer Financial Planners and Paraplanners greater support by providing new practical resources.