Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
Defaqto
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RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
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Defaqto reveals top 10 most recommended multi-asset strategies and MPSs
Rankings created using data from Engage adviser research software
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Defaqto names Timeline Classic – 50 as most recommended MPS by advisers
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
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Defaqto hires funds and DFM insight manager
Industry veteran Andy Parsons joins
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Major DFM brands warned not to rest on their laurels with advisers
Advisers are increasing the number of firms they use for outsourced investment
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PA ANALYSIS: Finding absolute return diamonds in the rough
Defaqto has singled out ‘mandate fulfilment’ and ‘tail risk’ in its new Diamond Rating for absolute return funds, but investors still face a tough task in finding a strategy with the right cut for their needs.
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Smith & Williamson IM adds an associate director
Smith & Williamson Investment Management has appointed Lucy Mitchell as an associate director.
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Advisers underestimating all in costs
Advisers are underestimating all-inclusive costs to clients by as much as 1% per year a new survey by Defaqto suggests.
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Advisers underestimating all in costs
Advisers are underestimating all-inclusive costs to clients by as much as 1% per year a new survey by Defaqto suggests.
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Defaqto research points to DFM growth
45% of IFAs were outsourcing their investment propositions in 2013, with more than half doing so via discretionaries, a pointer that the DFM sector is on a growth path, according to Defaqto.
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Defaqto boosts fund management team
Defaqto’s fund management team is being bolstered with the addition of Frank Potaczek.