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Defaqto

'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
Top ten recommended MPS in Q1 revealed

DFM & Model Portfolios

Top ten recommended MPS in Q1 revealed

Tatton tops the table again

clock 16 April 2025 • 3 min read
MPS movers: Why Quilter, Tatton, Waverton came out on top

DFM & Model Portfolios

MPS movers: Why Quilter, Tatton, Waverton came out on top

Less launches expected as industry has ‘seen the peak’

clock 05 March 2025 • 5 min read
MPS 'pushed pressure' on multi-asset to bring costs down

Multi-Asset

MPS 'pushed pressure' on multi-asset to bring costs down

‘Exponential’ growth in MPS market compared to multi-asset

clock 25 February 2025 • 2 min read
Quilter tops table as most recommended adviser platform in 2024

Wrap/platforms

Quilter tops table as most recommended adviser platform in 2024

Last year's top ten recommended adviser platforms

clock 22 January 2025 • 1 min read
Tatton retains pole position on Defaqto's top ten MPS list

DFM & Model Portfolios

Tatton retains pole position on Defaqto's top ten MPS list

Only four solutions retained their place within the top ten

clock 09 January 2025 • 2 min read
How adviser platforms bridge Consumer Duty and vulnerable client care

Wrap/platforms

How adviser platforms bridge Consumer Duty and vulnerable client care

'For vulnerable clients, the concept of value for money takes on heightened importance'

clock 16 December 2024 • 5 min read
Hybrid advice market 'pioneers' revealed by Defaqto

Companies

Hybrid advice market 'pioneers' revealed by Defaqto

Pension Potential from Punter Southall leads the way

clock 13 December 2024 • 3 min read
FCA's Hulme: MPs report 'not fair representation' of regulator's work

Regulation

FCA's Hulme: MPs report 'not fair representation' of regulator's work

‘I don’t agree with the characterisation of the MPs statement’

clock 26 November 2024 • 1 min read
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