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.
Defaqto
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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.
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rdr driving shift to dfms defaqto
With the implementation of the Retail Distribution Review set to take place at the start of next year, two-fifths of platform users in the UK are outsourcing some or all of their investment process, according to a survey of 345 people by independent research company Defaqto.
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Many IFAs plan move to restricted advice post-RDR
Nearly 10% of IFAs are planning to move to a restricted advice model after the RDR, says survey.
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Defaqto: Budget to increase popularity of insurance bonds
Changes likely to be announced in the Budget tomorrow could prompt inflows to insurance bonds.