Fraser Donaldson: Are you being served (by your DFM)?

'You have all done very well!'

clock • 5 min read

Fraser Donaldson explores the results of Defaqto's DFM satisfaction survey which asked if advisers felt sufficiently supported during the pandemic. It would appear 'you've all done very well', he writes

Well, it has been a tough and challenging year. At the time of writing, we are just a couple of days into the second national lockdown. At the beginning of the first lockdown, while I was confident that our own amazing business continuance planning would allow us to continue, more or less as normal, I had no idea how the rest of the industry would adapt. My perception is that the industry has adapted extraordinarily well. The data and company engagements that we rely on have continued at a frequency and standard as it was before the first lockdown. However, I am only judging my own li...

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