News & Views > Defaqto: Adviser satisfaction with service provided by DFM providers is growing, but leaves room for improvement
News & Views
Defaqto: Adviser satisfaction with service provided by DFM providers is growing, but leaves room for improvement
Technology news for Advisers and Paraplanners
22 Jul 2019
Are financial advisers satisfied with the service they receive? What areas of service are actually important to them? We asked advisers like you for their opinion, and compared the results to previous years. Here’s what we learnt.
Panacea Adviser is a unique and free resource
that supports advisers, mortgage brokers and
paraplanners in running their businesses more
efficiently, facilitates contact with financial
services product providers, investment firms
and support services, plus helps improve their
service to clients. Read More about us >
"Derek, as CEO of Panacea has been a voice of reason, clearly articulating industry concerns that might otherwise have gone without notice or representation."
Simon Mansell, Temple Bar IFA.
"How many struggling IFAs would have quietly accepted defeat if it hadnít been for the redoubtable Derek Bradley and his faithful crew. "
"We have long-been impressed with the scope of Panacea Adviser and believe they are an ideal platform to offer advisers our market insight and direct access to both our funds and fund managers' views."
Aberdeen Asset Management.
"I have seen the site grow impressively, adding more and more functions and becoming a destination point for the IFA community"
"Panacea understands the advisory profession. Their community has grown because advisers and paraplanners see the benefits it adds and believe that their voice is being heard."