Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Key questions in DFM due diligence
14 January 2020
At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices.
How master trusts are regulated
30 December 2019
In this article, Richard Hulbert explores the new regulatory standards for Master Trusts, and explains the demanding authorisation process every scheme open to new business has been through in 2019.
Now is the time for qualitative research
23 December 2019
Research and analysis of funds and fund managers can either be quantitative, qualitative or a mixture of the two.
The Key Principles of Multi-Asset Investing
10 December 2019
With all the uncertainty facing today’s investors, the rising popularity of multi-asset funds looks set to continue. But how can advisers and paraplanners compare and contrast the different multi-asset fund approaches? Patrick Norwood summarises the key principles involved.
Defaqto Service Survey prize draw winner announced
27 November 2019
This summer we ran our annual Defaqto Service Rating Surveys. Unlike Defaqto Star and Diamond Ratings, these surveys look at the service advisers receive from DFMs, investment bond, pension, and platform and protection providers.