Defaqto
Managed solutions
The smallest discretionary fund managers in the UK market could be vulnerable to a fresh wave of takeovers by larger rivals, new research has suggested.
17 June 2014
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3 min read
Whole of Life
Research business Defaqto has added whole-of-life protection policies to its star ratings service.
01 May 2014
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Investment
Defaqto has expanded its Diamond Rating system to include index tracker funds, incorporating Exchange Traded Funds and Open Ended Funds.
04 February 2014
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Your profession
Financial research group Defaqto has appointed former adviser network director Frank Potaczek to head up its insight and consulting wing.
23 January 2014
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Wrap/platforms
The percentage of advisers switching platforms increased from 21% to 29% over the past 12 months, according to data from to independent financial research company Defaqto.
12 August 2013
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Regulation
The Financial Services Authority (FSA) is warning advisers to ensure their in-house risk assessments are aligned with those of any discretionary fund managers (DFMs) they use.
27 February 2013
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Your profession
Former head of Aegon distribution Patrick Gale has joined research firm Defaqto as executive chairman, after announcing his departure last week.
14 January 2013
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RDR
People have little awareness of the Retail Distribution Review (RDR) despite grasping the importance of financial planning, research has found.
26 November 2012
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