Fintel names Phil Smith as chair replacing Ken Davy
Large drop recorded for 2022 in advisers' use of DFMs
Findings from Defaqto's annual Platform Service Review
Quilter, AJ Bell and Fidelity also among the top ten
The benefits of cashflow modelling technology explored
Platform says cashflow modelling is ‘more fundamental than ever before’
Tech-savvy clients demanding more transparency
Firm aims for ‘fully integrated financial planning’ offering from next year
Asset manger joins Risk Controlled investment solution