Tatton Core Active was the most recommended platform managed portfolio solution in the first quarter of the year, climbing from sixth place at the end of 2023.

Advisers are selecting fewer different types of investment bonds year-on-year but investment bonds remain an important tax wrapper for client money, according to new research.

Investment expert Fraser Donaldson reviews the FCA's latest 'Dear CEO' letter on cash interest. Mr Donaldson, Insight Consultant at Defaqto, writes a regular column on DFMs for Financial Planning Today magazine with the latest column reproduced below. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.

Less than a third of financial advisers feel fully supported by their preferred discretionary fund management partner (DFM) on the Consumer Duty, a new survey has warned.