Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
The Key Principles of Multi-Asset Investing
10 December 2019
With all the uncertainty facing today’s investors, the rising popularity of multi-asset funds looks set to continue. But how can advisers and paraplanners compare and contrast the different multi-asset fund approaches? Patrick Norwood summarises the key principles involved.
Defaqto Service Survey prize draw winner announced
27 November 2019
This summer we ran our annual Defaqto Service Rating Surveys. Unlike Defaqto Star and Diamond Ratings, these surveys look at the service advisers receive from DFMs, investment bond, pension, and platform and protection providers.
How to mix and match your multi-asset funds
20 November 2019
I think it is true to say that multi-asset solutions are generally aligned to risk schemes and advisers seek solutions that they can recommend seamlessly in conjunction with their attitude to risk process and tools (and by 'solutions', I mean funds and DFM models/bespoke portfolios).
MiFID II: Q&A
13 November 2019
MiFID II was introduced in January 2018 as one of the most important legislative frameworks in recent times. To further aid your understanding of this reform, we recently hosted a webinar on the topic, which is currently available on our BrightTALK channel.
Factors to consider in the drawdown advice process
30 October 2019
One of the main issues with drawdown is that individuals enter into it without understanding the implications. In addition, advisers have not always evidenced the suitability of their strategy and so may not understand the implications of their decisions.