Fund research agencies: Under the bonnet

Platforum presents their series looking under the bonnet of fund research agencies

Under the bonnet of fund research agencies: The Adviser Centre

The Adviser Centre may soon benefit from the scale that comes with acquisition We conclude our series looking under the bonnet of fund research agencies with an examination of The Adviser Centre. Like other agencies, The Adviser Centre was launched shortly after the RDR came into force to provide investment research and consultancy to advisers. […]

Under the bonnet of fund research agencies: RSMR

RSMR defines itself as an adviser-centric research agency. We agree with that view but also think it has yet to reach its full potential. Established in 2004, RSMR is now the fifth most influential research agency among advisers, according to our report The Influence of Research Agencies. The proportion of advisers using RSMR has increased […]

Under the bonnet of fund research agencies: FE

We continue our series profiling the main UK fund research agencies with a look at FE; the most popular among advisers. According to our research, 61 per cent of advisers use research agencies to inform their fund selection process, of which a huge 80 per cent use FE through one of its two adviser propositions: […]

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Under the bonnet of fund research agencies: Dynamic Planner

We continue our series profiling the main UK fund research agencies with a look at Dynamic Planner. Dynamic Planner is a popular risk profiling and financial planning service offered by Distribution Technology. However, its fund ratings, which are available only to licensed users, are not as well known. Indeed, the ratings part of the service […]

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Under the bonnet of fund research agencies: Defaqto

This week we begin a series profiling the main UK fund research agencies, kicking off with Defaqto. Platforum research shows 24 per cent of advisers using such agencies use Defaqto, making it the fourth most popular. The research also finds Defaqto users typically use FE and Morningstar too. The number of advisers relying on one […]