Fraser Donaldson: A thorny question of cash interest
- Wednesday, 27 March 2024
- Articles
Investment expert Fraser Donaldson reviews the FCA's latest 'Dear CEO' letter on cash interest. Mr Donaldson, Insight Consultant at Defaqto, writes a regular column on DFMs for Financial Planning Today magazine with the latest column reproduced below. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
Read more...Many DFMs failing advisers over Consumer Duty
- Monday, 25 March 2024
- Articles
Less than a third of financial advisers feel fully supported by their preferred discretionary fund management partner (DFM) on the Consumer Duty, a new survey has warned.
Read more...Fraser Donaldson: DFMs see avalanche of new portfolios
- Tuesday, 03 October 2023
- Articles
Investment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
Read more...Defaqto beefs up DFM data with AKG tie-up
- Friday, 01 September 2023
- Articles
Data and research provider Defaqto has strengthened its DFM data for financial advisers via a new partnership with financial strength ratings provider AKG.
Read more...