professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Defaqto

MPS allocation review: Risk-on pays off and diversification from US delivers

DFM & Model Portfolios

MPS allocation review: Risk-on pays off and diversification from US delivers

Timeline 0.09% Tracker - 60 most recommended portfolio

clock 11 February 2026 • 4 min read
Top ten recommended adviser platforms of 2025 revealed

Platforms

Top ten recommended adviser platforms of 2025 revealed

Defaqto identifies gap between top two and rest of market

clock 10 February 2026 • 1 min read
Defaqto reveals the top ten recommended MPS investments of 2025

Your profession

Defaqto reveals the top ten recommended MPS investments of 2025

Passive strategies make up half of top ten as adviser preferences shift

clock 21 January 2026 • 3 min read
Fintel buys Pearson Ham pricing data business in £11m deal

Your profession

Fintel buys Pearson Ham pricing data business in £11m deal

Acquisition expected to generate revenue of £2.6m

clock 19 January 2026 • 2 min read
Defaqto unveils passive and active MPS comparators

DFM & Model Portfolios

Defaqto unveils passive and active MPS comparators

Subsets of its whole-of-market tool launched last year

clock 15 October 2025 • 3 min read
Royal London named most recommended personal pension provider

Pensions

Royal London named most recommended personal pension provider

Aviva leads in SIPP market, Defaqto finds

clock 18 September 2025 • 4 min read
Quilter named most recommended adviser platform but Aviva narrows gap

Platforms

Quilter named most recommended adviser platform but Aviva narrows gap

A significant gap for competitors to close to the leaders, Defaqto finds

clock 13 August 2025 • 2 min read
Tatton Core Balanced tops ten most recommended platform MPS by value

Your profession

Tatton Core Balanced tops ten most recommended platform MPS by value

According to Defaqto Engage

clock 17 July 2025 • 3 min read
'No major shift' in adviser platform priorities despite Consumer Duty

Your profession

'No major shift' in adviser platform priorities despite Consumer Duty

Research finds regulation has ‘reinforced’ not changed behaviour

clock 28 May 2025 • 2 min read
Advisers urged to prioritise mindset over products in retirement planning

Your profession

Advisers urged to prioritise mindset over products in retirement planning

Defaqto conference panellists urge shift to service-led, goal-driven strategies

clock 02 May 2025 • 1 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=defaqto