'No major shift' in adviser platform priorities despite Consumer Duty

The firm said the core factors financial advisers prioritise when selecting platforms have remained largely unchanged since 2022. Analysis of Defaqto Engage found that the top 20 research filters used by advisers in 2025 are almost identical to previous years. Defaqto insight manager Darren Winfield said: "The features advisers prioritise when evaluating platforms have remained remarkably consistent. This demonstrates that advisers were already focused on client outcomes and value well before Consumer Duty came into force. The regulation has reinforced, rather than changed, adviser be...