Fewer advisers are recommending bonds

Advisers are selecting fewer different types of investment bonds year-on-year but investment bonds remain an important tax wrapper for client money, according to new research.


Fraser Donaldson: A thorny question of cash interest

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.


Many DFMs failing advisers over Consumer Duty

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.


SimplyBiz offers Defaqto Engage free to member firms

Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.

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