Defaqto

‘Consumer Duty Profiles’ to appear imminently in adviser software

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

Advice industry tech provider set to partner with Plannr

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