Advisers regain confidence with running portfolios - Defaqto

DFM service review

Victoria McKeever
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Advisers regain confidence with running portfolios
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Advisers regain confidence with running portfolios

Around two-fifths (38%) of advisers run client portfolios on an advisory basis, Defaqto has found, suggesting intermediaries may have regained confidence with investment management post-RDR.

The 2017 figure was up from a quarter (24%) of advisers who said they managed client portfolios on this basis in 2016. This was the most popular method of adviser investment portfolio business s...

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