Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Platforms see increased volume of business despite dropping satisfaction levels
22 May 2019
In our platform service survey we asked financial advisers about their views on the service they receive from platform providers. Here’s what we learnt.
Fettered versus unfettered funds
14 May 2019
Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article.
Protection service review suggests interesting opportunities for advisers
07 May 2019
We asked advisers about their opinion of the service they receive from protection providers – and here is what they told us.
Investment outsourcing – where are we now?
02 May 2019
Asset managers have been pretty good at designing solutions to take clients' money and accumulate wealth, but now they need to innovate and provide solutions for decumulation.
Analyse Critical Illness Cover policies side by side
05 April 2019
With a number of factors to consider, Critical Illness Cover (CIC) policies are complex and analysing them is time-consuming. Defaqto’s new critical illness cover comparison tool, CIC Compare, provides an easy-to-use way for advisers to compare new and historic critical illness policies in under five minutes, on a whole of market basis, including white labels and direct products.