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Defaqto

Aviva named the preferred platform provider by advisers

Wrap/platforms

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

clock 04 March 2024 • 1 min read
Defaqto expands Engage to include all tech required for advice

Your profession

Defaqto expands Engage to include all tech required for advice

Single tool to include risk profiling, cashflow planning, ratings and more

clock 29 February 2024 • 1 min read
Regulatory pressure sees advisers spread business more widely

Your profession

Regulatory pressure sees advisers spread business more widely

More providers are getting a bite of the apple amid push to justify value

clock 14 February 2024 • 1 min read
Defaqto launches Consumer Duty profiles for providers

Consumer Duty

Defaqto launches Consumer Duty profiles for providers

Including Abrdn, Aviva, Curtis Banks, Fidelity, Quilter, and Scottish Widows

clock 06 February 2024 • 1 min read
Perfect timing: How to advise clients on the right time to retire

Retirement

Perfect timing: How to advise clients on the right time to retire

Striking a balance between health, wealth and personality

clock 05 February 2024 • 4 min read
Fintel acquires platform to expand range of services to advice firms

Your profession

Fintel acquires platform to expand range of services to advice firms

The SimplyBiz and Defaqto owner continues to increase its portfolio

clock 30 January 2024 • 2 min read
Exploring ESG attitudes: 'We talk sustainability with young and old'

Green

Exploring ESG attitudes: 'We talk sustainability with young and old'

‘Sustainable investment options do not offer a free lunch'

clock 24 January 2024 • 7 min read
Defaqto unveils new ratings for AIM and unlisted BR services

Your profession

Defaqto unveils new ratings for AIM and unlisted BR services

This follows Defaqto's acquisition of MICAP in July last year

clock 22 January 2024 • 2 min read
Timeline solution named top MPS of 2023 by Defaqto

DFM & Model Portfolios

Timeline solution named top MPS of 2023 by Defaqto

Abraham Okusanya's Classic - 50 was the most recommended

clock 10 January 2024 • 1 min read
Defaqto CEO: We want to understand advisers' needs even more

Technology

Defaqto CEO: We want to understand advisers' needs even more

‘Everybody is genuinely working to make better financial decisions’

clock 20 December 2023 • 8 min read
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