We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
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.
Helping adviser firms face compliance challenges head on
27 February 2019
Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.
What is behind the evolution of managed portfolio services?
05 February 2019
The evolution of MPS has been somewhat rapid, particularly over the past few years.
Fintech is the future - along with traditional advice
23 January 2019
There may be some readers who have been around long enough to remember the ‘tech bubble’ of the late 1990s.