We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Latest update to client reviews now available in Defaqto Engage
15 September 2020
We have now added a Client Summary hub in Defaqto Engage to help you with client reviews, whether you do them face-to-face or via a conference call.
Creating and managing an investment proposition – part one
25 August 2020
This is the first article in a series entitled “Creating and managing an investment proposition”. In this first part, Paul Tinkler will focus upon the attitude to risk piece of the process.
ESG Reviews now launched within Defaqto Engage
18 August 2020
Over the last few years the demand for ESG investing has grown strongly. As a result, advisers need access to ESG data and fund/DFM research, and providers need to be able to communicate and share the information with advisers. We have launched ESG Reviews in Defaqto Engage to provide you with an easy way to access the data you need.
Adviser satisfaction with investment bonds on the up
12 August 2020
How satisfied are financial advisers with the service they receive from their investment bond providers? We asked them as part of our latest investment bond service survey.
Platform service review shows improvement in adviser satisfaction
28 July 2020
Our platform service survey asked financial advisers about their views on the service they received from their platform providers, and the products they recommended in the past twelve months. We also reveal who are the most popular providers and how many switched providers in the past year.