Defaqto
features not cost should be main consideration
Ensuring an offshore bond has the right features for a client should be much higher on an advisers agenda than the associated costs, according financial research company Defaqto, which has released a guide to using the vehicles.
multi manager funds do not show well defaqto
Advisers looking to outsource their investment decision making to a multi-manager fund in the lead up to Retail Distribution Review implementation should choose carefully, as very few of these funds have managed to perform consistently since 2008, according to independent research company Defaqto.
United Kingdom | 15 Mar 12
rdr driving shift to dfms defaqto
With the implementation of the Retail Distribution Review set to take place at the start of next year, two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey of 345 people by independent research company Defaqto.
Many IFAs plan move to restricted advice post-RDR
Nearly 10% of IFAs are planning to move to a restricted advice model after the RDR, says survey.
Profiles & Comment | 27 Jun 11
Defaqto: Budget to increase popularity of insurance bonds
Changes likely to be announced in the Budget tomorrow could prompt inflows to insurance bonds.