Platforms are failing to impress FCA - analysis
- Monday, 22 April 2024
- Articles
The Consumer Duty was the main focus for adviser platforms in 2023 but not all of them impressed the FCA, according to Darren Winfield, insight consultant (wealth management) at Defaqto.
Read more...Tatton tops most recommended MPS table
- Monday, 15 April 2024
- Articles
Tatton Core Active was the most recommended platform managed portfolio solution in the first quarter of the year, climbing from sixth place at the end of 2023.
Read more...Fewer advisers are recommending bonds
- Monday, 08 April 2024
- Articles
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.
Read more...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.
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