Defaqto
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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Wrap/platforms
Platforms are failing to deliver expected levels of service to advisers in nine out of ten areas, according to Defaqto.
24 September 2012
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Wrap/platforms
Financial advisers are prioritising the speed of doing new business with platforms as the most important factor when selecting a provider, research suggests.
06 August 2012
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RDR
Advisers expect to write less tax-wrapped business in 2013, according to research.
16 July 2012
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