Defaqto introduces new fund ratings service
Defaqto has launched a new ratings scale to help advisers identify where managed funds sit in the market.
Defaqto
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Discretionaries rated by defaqto star scheme
Defaqto has introduced star ratings for discretionaries offering bespoke and model portfolio service propositions.
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outsourcing an admission of strength not weakness
Outsourcing to discretionary managers is not an easy decision to make but it is invariably the right one – for the end investor at least.
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multi manager funds do not show well defaqto
Advisers looking to outsource investment decisions to a multi-manager fund in the lead up to RDR should choose carefully, as very few have managed to perform consistently since 2008.
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rdr driving shift to dfms defaqto
As the implementation of RDR creeps closer two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey from Defaqto.
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discretionaries ensure flexibility for rdr
Research from Defaqto points advisers towards those discretionary managers who can offer their clients access to flexible investment propositions.
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PA ANALYSIS: RDR will need bigger brand awareness from wealth managers
Wealth managers need to build softer skills such as brand-building and communication as RDR looms.