Consumer Duty compliance central to the development of new offering
Exploring Defaqto data on peer-to-peer market
Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’
Fintel urges advisers to look at new areas of growth as ‘world is changing’
Technology is ‘important for the future of financial advice’
The range should streamline the advice process and improve adviser efficiency
The firm acquires MICAP to extend its reach into tax-advantaged products
‘Consumer Duty Profiles’ to appear imminently in adviser software
Single asset funds made up about 35% of all recommendations last year
Advice industry tech provider set to partner with Plannr