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Defaqto

Managed

Two-thirds of managed portfolio launches now on adviser platforms - Defaqto

Rather than direct with discretionary manager

clock 17 October 2016 • 1 min read

Investment

Defaqto to penalise 'too big for sector' funds on performance concerns

Questions if performance can be achieved

clock 12 October 2016 • 2 min read

Your profession

CISI conference: Gill Cardy warns advisers against focusing only on 'elite'

Speaking at CISI Financial Planning Annual Conference

clock 04 October 2016 • 2 min read

Income

Defaqto issues updated 'Professionals' guide to drawdown'

CPD-accredited guide on drawing income from pension savings

clock 01 September 2016 • 1 min read

Adviser tips

TISA launches P2P forum to boost adviser understanding

Aims to boost dialogue with FCA and the Treasury

clock 02 August 2016 • 2 min read

Managed solutions

How does your multi-asset fund compare? Rise of passives increases pricing pressure

Active fund pricing falling

clock 12 July 2016 • 2 min read

Managed solutions

Which are the most popular DFMs with advisers?

More than 39 DFMs ranked by advisers

clock 14 June 2016 • 3 min read

People

Former Sesame director Pan Andreas joins Defaqto

A former managing director at Sesame Bankhall Group is set to join financial services research business Defaqto as head of insight (funds and DFMs).

clock 02 December 2015 •

Pensions

Defaqto launches pension ratings service

Defaqto has launched a pension ratings service for financial advisers which assesses the quality of service from providers.

clock 01 May 2015 •

Industry voice

Industry Voice: With choice comes complexity in the multi-asset universe

Defaqto tools and services, powered by our independent data, support your outsourcing activity.

clock 22 April 2015 • 1 min read
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