Many DFMs failing advisers over Consumer Duty
- Monday, 25 March 2024
- Articles
Less than a third of financial advisers feel fully supported by their preferred discretionary fund management partner (DFM) on the Consumer Duty, a new survey has warned.
Read more...SimplyBiz offers Defaqto Engage free to member firms
- Wednesday, 20 March 2024
- Articles
Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.
Read more...Fintel revenue climbs 0.3% to £56.6m
- Tuesday, 19 March 2024
- Articles
Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, has reported a 0.3% rise in revenue to £56.6m for the year ending in December, compared to £56.4m in 2022.
Read more...Defaqto expands Engage as ‘all in one’ Planning package
- Thursday, 29 February 2024
- Articles
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Read more...