Defaqto
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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RDR
The Financial Services Authority (FSA) has admitted it still has plenty of work to do on educating the public on the Retail Distribution View (RDR), but said advisers will also have to play their part in explaining the changes to the market.
06 July 2012
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uncategorised
The abolition of protected rights from pension saving will make setting up flexible drawdown easier and quicker for advisers, providers have said.
31 May 2012
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