Events

The product, industry and regulatory landscape are hugely complex and constantly evolving.

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice.

Our roadshows provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including funds and retirement.

Defaqto events are typically accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) towards continuing professional development.

Multi-asset investing

2 October, 9-12 October, Stirling, Cardiff, Solihull, Barnsley and Knutsford

The use of multi-asset portfolios continues to increase giving clients the benefits of diversification across asset classes, geographies and management styles. But, with so many funds in the market, choosing the most appropriate fund for the current environment can prove challenging.

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