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Defaqto

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Technology

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Firm aims for ‘fully integrated financial planning’ offering from next year

clock 07 December 2022 • 1 min read
Schroders and Fintel expand strategic partnership

Companies

Schroders and Fintel expand strategic partnership

Asset manger joins Risk Controlled investment solution

clock 13 October 2022 • 1 min read
SimplyBiz launches online consumer duty hub

Your Business

SimplyBiz launches online consumer duty hub

Resource for member firms

clock 17 June 2022 • 2 min read
Aviva Investors launches its first MPS

Your Business

Aviva Investors launches its first MPS

For decumulation market

clock 06 June 2022 • 2 min read
Adviser firms see client engagement as top priority in 2022 - SimplyBiz

Your Business

Adviser firms see client engagement as top priority in 2022 - SimplyBiz

'Value of advice never been clearer'

clock 07 March 2022 • 2 min read
Fintel signs Schroders, Just and 91 Asset Management to distribution service

Your profession

Fintel signs Schroders, Just and 91 Asset Management to distribution service

Research, data, product design and distribution

clock 02 September 2021 • 2 min read

Your profession

Fraser Donaldson: Are you being served (by your DFM)?

'You have all done very well!'

clock 19 November 2020 • 5 min read

Managed solutions

Aegon launches risk-managed portfolios across platforms

‘Launched at very relevant time’

clock 23 July 2020 • 2 min read

Investment

Fraser Donaldson: How the financial adviser market uses DFMs

'A bit of smoke and mirrors'

clock 16 April 2020 • 4 min read

Retirement

Defaqto publishes pension freedoms and risk guide

In conjunction with Canada Life

clock 06 January 2020 • 1 min read
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