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
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • 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
  • Consumer Duty
  • Events
  • About

    Authors

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

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content 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

Defaqto buys fund ratings firm RSMR to extend adviser access

Your profession

Defaqto buys fund ratings firm RSMR to extend adviser access

RSMR is a fund ratings and research agency founded in 2004

clock 16 July 2024 • 1 min read
Fintel eyes 'selective' future growth after Threesixty buyout

Your profession

Fintel eyes 'selective' future growth after Threesixty buyout

'It’s not acquisitions for acquisition’s sake'

clock 04 July 2024 • 1 min read
DIY or D2C: Is it all the same or do advisers know better?

Technology

DIY or D2C: Is it all the same or do advisers know better?

Some firms are beginning to embrace robo-advice to nurture younger clients

clock 31 May 2024 • 4 min read
Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Investment

Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Tech firm to debut a performance comparator tracking solutions’ data

clock 09 May 2024 • 1 min read
Tatton MPS solutions dominate as most popular in Q1

DFM & Model Portfolios

Tatton MPS solutions dominate as most popular in Q1

Three Tatton MPS solutions land in Defaqto’s top ten

clock 15 April 2024 • 2 min read
Advisers shift away from recommending bonds for clients

Your profession

Advisers shift away from recommending bonds for clients

Just over one third of advisers would recommend onshore bonds

clock 08 April 2024 • 1 min read
Prudential tops as preferred onshore bond provider by advisers

Bonds

Prudential tops as preferred onshore bond provider by advisers

Quilter edges ahead of Canada Life into second place, Defaqto finds

clock 08 April 2024 • 2 min read
Tatton IM named top DFM provider for advisers by Defaqto

DFM & Model Portfolios

Tatton IM named top DFM provider for advisers by Defaqto

Scored top for most preferred provider for MPS via platform and direct

clock 25 March 2024 • 2 min read
Accessing MPS solutions via adviser platforms grows in popularity

DFM & Model Portfolios

Accessing MPS solutions via adviser platforms grows in popularity

More than two thirds of advisers access MPS via adviser platforms

clock 25 March 2024 • 2 min read
More advisers change platforms following Consumer Duty

Platforms

More advisers change platforms following Consumer Duty

Advisers are more confident to make switches to improve client experience

clock 04 March 2024 • 1 min read
234
  • 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