RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
The fund research agency will become part of Defaqto
Rankings created using data from Engage adviser research software
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
Industry veteran Andy Parsons joins
Advisers are increasing the number of firms they use for outsourced investment
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.
Smith & Williamson Investment Management has appointed Lucy Mitchell as an associate director.
Advisers are underestimating all-inclusive costs to clients by as much as 1% per year a new survey by Defaqto suggests.
Advisers are underestimating all-inclusive costs to clients by as much as 1% per year a new survey by Defaqto suggests.
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.
Defaqto’s fund management team is being bolstered with the addition of Frank Potaczek.
The lines between discretionary fund managers (DFMs) and multi-managers are being blurred by the arrival of unitised discretionary fund (UDFM) solutions.