We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Service surveys: prize draw winner announced!
12 November 2018
During the summer, we ran our annual Defaqto surveys looking at the service advisers receive from their DFMs, investment bond, pension, platform and protection providers. These surveys are the basis for our Service Ratings, which, unlike Star and Diamond Ratings, are based solely on the opinion of advisers.
How to help clients choose the right income fund for retirement
06 November 2018
Patrick Norwood discusses how advisers can help clients choose the right income fund for retirement.
The evolution of DFM due diligence
22 October 2018
Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary fund management proposition.
Defaqto wins adviser voted award for the Leading Independent Planning Tool Provider
09 October 2018
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018.
Defaqto’s Engage Core integration with Intelliflo’s Intelligent Office
01 October 2018
Integration between Intelliflo’s Intelligent Office and Engage Core improves accuracy for advisers and enables them to see a clear picture of their clients’ portfolio in order to offer great advice to their clients.