Defaqto

Advisers fanning the advice gap flame with slow tech adoption

Your profession

Advisers fanning the advice gap flame with slow tech adoption

Technology is ‘important for the future of financial advice’

clock 08 September 2023 • 1 min read
Blackrock and Fintel widen investment range for advisers

Your profession

Blackrock and Fintel widen investment range for advisers

The range should streamline the advice process and improve adviser efficiency

clock 03 August 2023 • 1 min read
Defaqto expands investment reach with MICAP acquisition

Investment

Defaqto expands investment reach with MICAP acquisition

The firm acquires MICAP to extend its reach into tax-advantaged products

clock 27 July 2023 • 1 min read
Defaqto debuts fund and product comparison Consumer Duty offering

Your profession

Defaqto debuts fund and product comparison Consumer Duty offering

‘Consumer Duty Profiles’ to appear imminently in adviser software

clock 13 July 2023 • 1 min read
Single asset fund recommendations from advisers shoot up

Investment

Single asset fund recommendations from advisers shoot up

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

clock 20 June 2023 • 1 min read
Defaqto building a two-way integration with new fintech challenger

Technology

Defaqto building a two-way integration with new fintech challenger

Advice industry tech provider set to partner with Plannr

clock 12 June 2023 • 1 min read
Fintel targets future growth as Ken Davy exits chair role

Companies

Fintel targets future growth as Ken Davy exits chair role

Fintel names Phil Smith as chair replacing Ken Davy

clock 21 March 2023 • 2 min read
Popularity of bespoke DFM services wanes among advisers

Investment

Popularity of bespoke DFM services wanes among advisers

Large drop recorded for 2022 in advisers' use of DFMs

clock 13 March 2023 • 2 min read
More advisers switching platforms as Consumer Duty looms

Consumer Duty

More advisers switching platforms as Consumer Duty looms

Findings from Defaqto's annual Platform Service Review

clock 03 March 2023 • 1 min read
Royal London and Aviva the most recommended pension providers

Pensions

Royal London and Aviva the most recommended pension providers

Quilter, AJ Bell and Fidelity also among the top ten

clock 23 February 2023 • 3 min read
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