Ahead of Defaqto’s 30th birthday in April, chief executive John Milliken reflects with Hope Coumbe on the firm’s successes and challenges and outlines bold plans for its future in the financial planning world…
There is not doubt that 2023 has been a busy year of growth for Defaqto. The business, best known publicly for its star ratings, continues to have its teeth firmly sunk into multiple arms of the adviser proposition under the watchful eye of chief executive John Miliken. In January, Defaqto launched fully integrated cashflow modelling across its technology offering to advisers. In June, it announced it was building a two-way integration with fintech challenger firm Plannr. In July, the launch of a new service allowing advisers to compare funds, discretionary fund management portfolio...
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