Defaqto

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

Resource for member firms

For decumulation market