Timeline 0.09% Tracker - 60 most recommended portfolio
Defaqto identifies gap between top two and rest of market
Passive strategies make up half of top ten as adviser preferences shift
Acquisition expected to generate revenue of £2.6m
Subsets of its whole-of-market tool launched last year
Aviva leads in SIPP market, Defaqto finds
A significant gap for competitors to close to the leaders, Defaqto finds
According to Defaqto Engage
Research finds regulation has ‘reinforced’ not changed behaviour
Defaqto conference panellists urge shift to service-led, goal-driven strategies