We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Regulation: No guesswork, no crystal balls
11 September 2019
It may well feel like there is a never-ending stream of rules telling you how to approach client portfolios, but the underlying principles have never really changed.
Fund Reviews launch in Defaqto Engage
21 August 2019
Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID.
Financial advisers and pre-paid funeral planning
16 August 2019
Unlike the general insurance market where consumers recognize their need for home insurance, travel insurance and car insurance and buy of their own volition, suppliers of life and protection products typically have first to convince the target audience that they are financially vulnerable.
Investment bonds service review reveals the most popular providers
07 August 2019
Our investment bond service survey asked financial advisers like you about their views on the service they receive from onshore and international investment bond providers, the products they recommended in the past twelve months and the providers they preferred. Here’s what they told us.
Engage provides an unparalleled DFM research tool
23 July 2019
An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients’ investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market.