• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Fraser Donaldson, Defaqto insight analyst for wealth management

    Defaqto launches Service Rating for platform providers

  • Writer Laura Dew

    Cover feature: Wrap and platform survey

  • Fraser Donaldson of Defaqto

    45% of advisers outsourcing investment management

  • Defaqto website

    Advisers using discretionary management services to rise

  • David Cartwright, head of insight and consulting (wealth and protection) at Defaqto,

    New tool to aid planners analyse fixed term annuities market

  • Defaqto website

    Pension penalties loom for employers, researchers warn

  • Richard Hulbert, insight analyst for wealth at Defaqto

    New guides for advisers launched to aid with reforms

  • IFA centre founder takes Defaqto retirement role

  • IFP strikes deal to help Financial Planners and Paraplanners

  • Host of expert speakers at Defaqto DFM conference

  • Defaqto website

    Defaqto chairman Gale to leave after £27.6m takeover deal

  • David Cartwright, head of insight and consulting (wealth and protection)

    Advisers turning to discretionary management services

  • Steve Gazzard, chief executive of the IFP

    IFP launches consumer guide to untangle retirement reforms

  • Ex-Henderson and L&G bosses move to Defaqto

  • Gill Cardy, insight consultant from Defaqto

    Guaranteed income for life tops pension wishes poll

  • Chart 1 which shows how at the end of 2015, global exchange traded assets stood at nearly $3tn, the majority of which in equities

    Technical update: Financial Planning and passive funds

  • PFS chief: We need new pathways for young talent

  • Financial Planners see bright future and growing sector

  • EU flag

    Brexit to have negative impact on clients, say 36% of planners

  • DFM directory: New guide for Financial Planners is out

Page 3 of 8

  • Prev
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.