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Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.
In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.
Defaqto: Platforms see increased volume of business despite dropping satisfaction levels
Jun 21, 2019
With numerous different platform providers offering similar products, service is now one of the key differentiators for advisers when choosing a partner. In our platform service survey we asked financial advisers about their views on the service they receive from platform providers. more...
Defaqto: Fettered versus unfettered funds
Jun 19, 2019
Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article. more...
Defaqto: Protection service review suggests interesting opportunities for advisers
Jun 17, 2019
We asked advisers about their opinion of the service they receive from protection providers – and here is what they told us. more...
Defaqto: Master trusts have to shape up
Jun 13, 2019
Over 1m employers and 10m employees are now using workplace pension schemes. Opportunities for advisers have been created by the new standards for master trusts and the triennial re-declarations of compliance every employer must complete. more...
Defaqto: Investment outsourcing – where are we now?
May 28, 2019
Asset managers have been pretty good at designing solutions to take clients' money and accumulate wealth, but now they need to innovate and provide solutions for decumulation. more...