professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Defaqto

Protection

Banks' PPI deadline should not put people off protection - Defaqto

Defaqto has warned that the public should not be turned off protection products following the fall out of the Payment Protection Insurance (PPI) mis-selling scandal.

clock 31 August 2011 •

uncategorised

FSA may ban DFMs paying for SIPP space

The Financial Services Authority (FSA) may ban the practice of discretionary fund managers (DFMs) paying SIPP providers for inclusion on their platform, Defaqto warns.

clock 22 August 2011 •

Mortgages

The numbers that show things are getting better

The figures that reveal a different market to that seen by borrowers

clock 02 August 2011 •

Pensions

SIPP selection: Three things to consider

Financial researcher Defaqto has put together a short list of factors for advisers to consider when assessing a SIPP provider...

clock 29 July 2011 •

Investing in the profession

Defaqto accredited as CPD provider

Defaqto's publications have been recognised as contributing to continuing professional development (CPD) by the Institute of Financial Planning (IFP).

clock 25 July 2011 •

Critical Illness

Defaqto publishes CI advice for advisers

Defaqto has published a free guide highlighting opportunities in the critical illness sector for advisers.

clock 21 July 2011 •

Adviser / Broking

Consumers shunning advice to buy online

Consumers are becoming more confident in shunning specialist financial advice and purchasing financial products online, according to new research.

clock 18 July 2011 •

Wrap/platforms

Advisers pan platform service levels

Platforms are falling short on service levels despite this being one of the main reasons advisers switch between providers, research suggests.

clock 07 July 2011 •

Your profession

Video: The DFM v platform asset tug o' war

Fraser Donaldson, insight analyst for funds at Defaqto, says discretionary fund managers (DFMs) are actively targeting the IFA market and providing another choice for advisers.

clock 30 June 2011 •

Wrap/platforms

The top six areas to consider when selecting a platform

Advisers need to consider the "hugely significant issue" of service standards when undertaking what can be an arduous platform due diligence process, according to Defaqto.

clock 20 June 2011 •
161718
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=defaqto