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Prudential tops as preferred onshore bond provider by advisers

Prudential is dominating the onshore provider market with 46% of advisers recommending its bonds to clients, according to Defaqto.

Canada life international isleCanada lifeCanada life internationalCanada life internationalOnshore bonds

Advisers shift away from recommending bonds for clients

Fewer financial advisers are recommending bonds when compared with figures 12 months ago, Defaqto has found.

Investment bond serviceInvestment bond service review

Accessing MPS solutions via adviser platforms grows in popularity

More than two-thirds of advisers access a model portfolio service (MPS) via an adviser platform, Defaqto has found.

Satisfaction studyModel portfoliosModel portfolio serviceDiscretionary fund managers

Tatton IM named top DFM provider for advisers by Defaqto

Tatton Investment Management is the most recommended discretionary fund management (DFM) provider for advisers, Defaqto has found.

United kingdomTatton investment managementBrooks macdonaldWaverton investmentInvestment managementJustine randallModel portfolios

Regulatory pressure sees advisers spread business more widely

Advisers are utilising a wider variety of pension products than they were in 2022, with personal pension, drawdown, and self-invested personal pension products (SIPPs) proving most popular.

Financial conduct authorityPension serviceService reviewConsumer duty

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