professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Defaqto

Peer-to-peer market grows as advisers seek further diversification

Property Investment

Peer-to-peer market grows as advisers seek further diversification

Exploring Defaqto data on peer-to-peer market

clock 22 September 2023 • 4 min read
Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Companies

Fintel in 'active M&A talks' as Defaqto and SimplyBiz drive growth

Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’

clock 19 September 2023 • 1 min read
Advisers need 'bigger toolbox' amid changing attitudes towards tech

Technology

Advisers need 'bigger toolbox' amid changing attitudes towards tech

Fintel urges advisers to look at new areas of growth as ‘world is changing’

clock 19 September 2023 • 2 min read
Advisers fanning the advice gap flame with slow tech adoption

Your profession

Advisers fanning the advice gap flame with slow tech adoption

Technology is ‘important for the future of financial advice’

clock 08 September 2023 • 1 min read
Blackrock and Fintel widen investment range for advisers

Your profession

Blackrock and Fintel widen investment range for advisers

The range should streamline the advice process and improve adviser efficiency

clock 03 August 2023 • 1 min read
Defaqto expands investment reach with MICAP acquisition

Investment

Defaqto expands investment reach with MICAP acquisition

The firm acquires MICAP to extend its reach into tax-advantaged products

clock 27 July 2023 • 1 min read
Defaqto debuts fund and product comparison Consumer Duty offering

Your profession

Defaqto debuts fund and product comparison Consumer Duty offering

‘Consumer Duty Profiles’ to appear imminently in adviser software

clock 13 July 2023 • 1 min read
Single asset fund recommendations from advisers shoot up

Investment

Single asset fund recommendations from advisers shoot up

Single asset funds made up about 35% of all recommendations last year

clock 20 June 2023 • 1 min read
Defaqto building a two-way integration with new fintech challenger

Technology

Defaqto building a two-way integration with new fintech challenger

Advice industry tech provider set to partner with Plannr

clock 12 June 2023 • 1 min read
Fintel targets future growth as Ken Davy exits chair role

Companies

Fintel targets future growth as Ken Davy exits chair role

Fintel names Phil Smith as chair replacing Ken Davy

clock 21 March 2023 • 2 min read
567
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=defaqto