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Defaqto

Increased workload is driving adviser outsourcing

DFM & Model Portfolios

Increased workload is driving adviser outsourcing

‘The responsibility is high, and advisers need further support’

clock 26 November 2024 • 2 min read
The top ten recommended MPS investments in 2024 so far

Investment

The top ten recommended MPS investments in 2024 so far

MPS expansion ‘has and will undoubtedly continue’, Defaqto insight manager says

clock 16 October 2024 • 2 min read
Inside look: Fintel's ambitious 'Bloomberg of retail' plans

Your profession

Inside look: Fintel's ambitious 'Bloomberg of retail' plans

Integration in focus as group pushes pause on deals

clock 30 September 2024 • 6 min read
Editor's view: Getting cashflow modelling right

Your Business

Editor's view: Getting cashflow modelling right

The editor's Friday Night Takeaway from 13 September

clock 13 September 2024 • 2 min read
Advisers unfazed by Consumer Duty but the 'real test' looms

Your profession

Advisers unfazed by Consumer Duty but the 'real test' looms

Firms should expect greater FCA scrutiny

clock 13 September 2024 • 1 min read
Advisers warned against overreliance on cashflow modelling

Your profession

Advisers warned against overreliance on cashflow modelling

‘I’m not sure how clearly cashflow modelling speaks to an average person’

clock 12 September 2024 • 2 min read
Defaqto CEO warns of persistent 'uncertainty' for firms

Your profession

Defaqto CEO warns of persistent 'uncertainty' for firms

Ongoing uncertainty in financial services due to global pressures

clock 12 September 2024 • 2 min read
Vanguard tops as most recommended multi-asset solution

Multi-Asset

Vanguard tops as most recommended multi-asset solution

Defaqto names its top ten recommended multi-asset solutions this year

clock 24 July 2024 • 2 min read
The top recommended MPS investments so far this year

Managed solutions

The top recommended MPS investments so far this year

Defaqto data shows change in the top ten

clock 23 July 2024 • 2 min read
Defaqto eyes further acquisitions after RSMR buyout

Your profession

Defaqto eyes further acquisitions after RSMR buyout

‘No immediate plans to merge Defaqto and RSMR's propositions directly'

clock 16 July 2024 • 2 min read
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