Fraser Donaldson: Are you being served (by your DFM)?

'You have all done very well!'

clock • 5 min read

Fraser Donaldson explores the results of Defaqto's DFM satisfaction survey which asked if advisers felt sufficiently supported during the pandemic. It would appear 'you've all done very well', he writes

Well, it has been a tough and challenging year. At the time of writing, we are just a couple of days into the second national lockdown. At the beginning of the first lockdown, while I was confident that our own amazing business continuance planning would allow us to continue, more or less as normal, I had no idea how the rest of the industry would adapt. My perception is that the industry has adapted extraordinarily well. The data and company engagements that we rely on have continued at a frequency and standard as it was before the first lockdown. However, I am only judging my own li...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Investors split over Trump presidency win amid potential increase in inflationary risks

Investors split over Trump presidency win amid potential increase in inflationary risks

US government bonds at risk

Sorin-Andrei Dojan
clock 06 November 2024 • 4 min read
Donald Trump wins US presidential election

Donald Trump wins US presidential election

47th US president

Sorin-Andrei Dojan
clock 06 November 2024 • 2 min read
Celebrating female talent in finance: Tips for success in the Women in Financial Advice Awards

Celebrating female talent in finance: Tips for success in the Women in Financial Advice Awards

'The outstanding entries for WIFA 2024 made judging a challenging task'

Gillian Hepburn
clock 06 November 2024 • 3 min read