Financial services provider buys fintech firm for £74.3m
Acquisition will create a single fintech and support services group
Defaqto
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Hybrid pension plans can be good value, says Defaqto
Formerly seen as the domain of high-net-worth clients, hybrid retirement solutions are now equally important for clients with more modest pension pots, according to independent financial research firm Defaqto.
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PEOPLE MOVES: Hong Kong SFC, BNP Paribas IP, Credit Suisse…
Hong Kong’s securities regulator has announced a leadership change at its intermediaries division. BNP Paribas Investment Partners names a new head of emerging market fixed income, while Credit Suisse’s global head of macro products is rumoured to be departing.
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Defaqto to award diamonds to AR funds
Independent research company Defaqto’s latest benchmarking system sees its Diamond Ratings now being applied to absolute return funds.
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Advisers underestimating all in costs
Advisers are underestimating all-inclusive costs to clients by as much as 1% per year a new survey by Defaqto suggests.
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Unit linked guaranteed products could plug
Unit linked guaranteed products could be a useful tool for advisers looking to meet clients retirement income following changes made in the Budget, according to Defaqto.
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Defaqto research points to DFM growth
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.
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ifa outsourcing increases but defaqto warns
The number of UK-based advisers outsourcing some or all of their client investment proposition has increased by just 3% over the past three years, although this still represents a high number of advisers.
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Two thirds of platforms offer offshore bonds
Offshore bonds are available on nearly two thirds of the 24 platforms surveyed by Defaqto for its new star ratings based on the range of features offered.
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defaqto research foresees post rdr fall
The proportion of business focused on tax wrapped investments is likely to fall from 21% in the pre-retail distribution review UK market to 13% in 2013, according to a survey of advisers carried out by Defaqto, the financial research organisation.
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features not cost should be main consideration
Ensuring an offshore bond has the right features for a client should be much higher on an advisers agenda than the associated costs, according financial research company Defaqto, which has released a guide to using the vehicles.
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multi manager funds do not show well defaqto
Advisers looking to outsource their investment decision making to a multi-manager fund in the lead up to Retail Distribution Review implementation should choose carefully, as very few of these funds have managed to perform consistently since 2008, according to independent research company Defaqto.