Defaqto

Your profession

DFM service levels on the up but advisers want more - Defaqto

'Advisers more demanding'

clock 12 March 2019 • 2 min read

Retirement

Defaqto names Royal London as advisers' preferred pension provider

Aviva and Pru also favoured

clock 06 March 2019 • 2 min read

Wrap/platforms

Adviser platform satisfaction on the decline - Defaqto

Quarter changed 'preferred platform'

clock 20 February 2019 • 2 min read

Critical Illness

Defaqto launches critical illness comparison tool

For Engage planning solution

clock 12 February 2019 • 1 min read

Investment

Fraser Donaldson: Six simple rules for working with risk tools

Whatever risk-profiling tools advisers may prefer, writes Fraser Donaldson, the important thing is to understand the science or logic that underpins them and then to be confident in their use

clock 30 November 2018 • 5 min read

Managed solutions

Fraser Donaldson: The evolution of DFM due diligence

RDR the catalyst for DFM growth

clock 22 October 2018 • 5 min read

Technology

UnderwriteMe overhauls questionnaire and integrates Defaqto

'Catch-all questions'

clock 04 September 2018 • 2 min read

Investment

Fraser Donaldson: The start of a beautiful friendship?

DFM insights

clock 09 July 2018 • 5 min read

Software

Defaqto overhauls Engage software

More than 7,000 users

clock 14 June 2018 • 1 min read

Managed solutions

Which firm is advisers' favourite DFM?

Annual Defaqto survey

clock 15 May 2018 • 3 min read