We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
How much risk are your clients really ready to take?
29 November 2018
It doesn’t matter whether you see your clients for the first time or as a part of their annual review, understanding the risk they are willing to take and accept is crucial for providing suitable advice.
How to navigate absolute return funds
19 November 2018
Jason Baran explains what an absolute return fund is, and why the sector has been criticised by the regulator.
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.