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AKG is an independent organisation specialising in the provision of assessment, ratings, information and consultancy to the financial services industry.

Please explore this site to find out more about what we do and what we provide or 
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AKG Insight - In Brief

  • DFM assessment sector – first anniversary
  • AKG publishes With Profits Market Briefing
  • AKG With Profits Reports publication

It’s now officially one year since the launch of AKG’s new series of DFM assessments.

We are really pleased with the progress that has been made in this short space of time with the new sector. We now cover 15 DFMs and in doing so we have sought to assess those DFMs with an obvious market presence and those who are actively targeting business relationships with retail financial advisers, planners and wealth managers. If you don’t know already, you can click here to see which DFMs are currently being assessed by AKG and purchase reports.

We have some additional DFM assessments in the pipeline and so keep an eye on future AKG Updates for the release of new reports.

While the Financial Strength Ratings for DFMs can be viewed at the AKG Rating Portal, we also distribute the ratings to some third party providers of intermediary research tools and services, including Synaptic Software. Although only launched on the system in February 2017, the early signs are that advisers are engaging with the ratings and using them as part their DFM selection process via this channel.

We have also received some positive feedback from those who have accessed AKG’s DFM assessment reports. A key objective for AKG in producing these reports is that they can form a component part of a comprehensive DFM due diligence process for advisers and other pertinent parties. It is reassuring to hear that these are hitting the spot.

And it’s not just advisers and paraplanners who have been accessing AKG’s DFM reports. We have also seen a healthy interest from some platform operators who are seeking to formalise and deepen their own due diligence processes when it comes to working with DFM partners.

As is the case with AKG’s other more established assessment sectors our work in the DFM sector will continue to evolve to meet market requirements. Indeed, we are currently working on the redevelopment of the AKG report format with further updates on this exercise imminent.

We welcome engagement with our subscribers and so please do let us know if you have any feedback or questions for us on DFM financial strength ratings or reports.

28 July 2017

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