Defaqto teams up with IFP to give financial advisers independent, practical resources
26 January 2015
Defaqto, an independent researcher of financial products, has teamed up with the Institute of Financial Planning (IFP) to provide advisers with an even greater range of practical resources to support their advice process and, ultimately, the service they deliver to clients.
The initiative will kick off with a factsheet on multi-asset funds. It gives a constructive overview of the complex multi-asset universe, using an infographic that has been developed by Defaqto’s in-house consultants and has never been published before.
The factsheet does not only help advisers identify fund types they may want to consider, it also provides a list of questions to support their fund-related due diligence process.
To encourage more dialogue with and between advisers we will also take the initiative to Twitter – follow the hashtag #DefaqtoIFP.
Download the multi-asset funds factsheet
David Cartwright, Head of Insight and Consulting (Wealth and Protection) at Defaqto, says:
“The IFP and Defaqto are two established organisations that provide materials and insight to support the financial planning community. This initiative shows how dedicated we are to equipping advisers with the right tools and resources to help them deliver compliant, professional and efficient advice.”
Steve Gazzard, the Chief Executive Officer of the IFP, says:
“Defaqto are well respected for producing high quality research materials and we’re very pleased to be working with them on this initiative. By doing so we’re aiming to provide financial planning professionals with access to practical resources which will not only support their due diligence processes and CPD but also help them to continue to deliver effective solutions to their clients’ financial planning needs.”
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